Affluense AI AFFLUENSE

PMS Active Alpha Multicap

Samvitti Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
13 April 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹411.84
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy is designed to construct a portfolio through the systematic selection of listed securities, guided by a multi-parameter model. This approach embraces active management and emphasizes diversification within the portfolio.

Investment Objective

To capitalize on opportunities within market-leading enterprises characterized by robust cash generation and minimal leverage, alongside emerging ventures in the mid, small, and micro-cap segments, managed by promoters and leadership exhibiting superior corporate governance.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -5.00% -0.24% -4.76%
3 MONTHS -0.20% 5.02% -5.22%
6 MONTHS -4.44% 1.63% -6.07%
1 YEAR -18.85% 7.63% -26.48%
2 YEAR 9.06% 11.64% -2.58%
3 YEAR 30.09% 16.40% 13.69%
SINCE INCEPTION 26.49% 16.72% 9.77%

Calendar Year Performance

Year Return
CY 2025 -18.85%
CY 2024 46.57%
CY 2023 85.13%

Financial Year Performance

Year Return
FY 26_YTD 5.00%
FY 25 6.83%
FY 24 98.40%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Prabhakar Kudva

Fund Manager

Prabhakar Kudva is a distinguished long-only growth investor. He has been recognized by the Association of International Wealth Management of India (AIWMI) as one of the "40 Under 40 Investment Managers." Mr. Kudva has consistently delivered market-leading returns over numerous years, achieved through astute selection of high-growth enterprises that have subsequently demonstrated significant appreciation. He is also the proprietor of a widely read blog, "Investment Insight India," offering investment perspectives for several years. Previously, he contributed to the financial technology sector, developing products tailored for capital markets. As the Founder Director of Samvitti, Mr. Kudva is primarily responsible for identifying enduring investment prospects for Samvitti's diverse long-only portfolios. Furthermore, he oversees the investment research and technology departments.

Portfolio Details

Portfolio Composition

Large Cap
1.41%
Mid Cap
5.55%
Small Cap
89.86%
Cash & Equivalent
0.95%

Top 5 Holdings

  • Senores Pharmaceuticals Limited 4.03%
  • Acutaas Chemicals Limited 3.87%
  • Neuland Laboratories Limited. 3.57%
  • Shaily Engineering Plastics Ltd. 3.49%
  • Force Motors Limited 3.48%

Top 5 Sectors

  • Capital Goods 32.23%
  • Healthcare 21.46%
  • Automobile and Auto Components 10.28%
  • Chemicals 5.73%
  • Services 5.50%

Portfolio Characteristics

total number of stocks
48
top 5 stocks percent
18.44%
top 5 sectors percent
75.20%
average market cap
N/A
portfolio age
4 Yrs, 8 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 0.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)