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PMS Aggressive Growth

Samvitti Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
23 October 2015
Min. Investment
₹50,00,000
AUM (Cr.)
₹372.23
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

To participate in market-leading enterprises exhibiting robust cash generation and minimal debt, alongside promising emerging ventures within the mid, small, and microcap segments, managed by promoters and leadership teams demonstrating elevated corporate governance standards.

Investment Objective

This investment strategy aims to foster wealth accumulation by navigating diverse business and market environments. It employs a multi-style approach, considering companies across all market capitalizations—large, mid, and small. The focus is directed towards identifying and investing in rapidly expanding and high-potential enterprises.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.72% -0.24% -4.48%
3 MONTHS -0.01% 5.02% -5.03%
6 MONTHS -4.03% 1.63% -5.66%
1 YEAR -15.72% 7.63% -23.35%
2 YEAR 5.72% 11.64% -5.92%
3 YEAR 21.24% 16.40% 4.84%
5 YEAR 17.18% 16.82% 0.36%
SINCE INCEPTION 12.94% 14.27% -1.33%

Calendar Year Performance

Year Return
CY 2025 -15.72%
CY 2024 32.61%
CY 2023 59.47%

Financial Year Performance

Year Return
FY 26_YTD 7.27%
FY 25 -2.88%
FY 24 83.66%

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
0.67%
Mid Cap
5.39%
Small Cap
90.97%
Cash & Equivalent
0.54%

Top 5 Holdings

  • Senores Pharmaceuticals Limited 4.32%
  • Acutaas Chemicals Limited 4.20%
  • Force Motors Limited 3.64%
  • Shaily Engineering Plastics Ltd. 3.56%
  • Lumax Auto Technologies Ltd. 3.49%

Top 5 Sectors

  • Capital Goods 33.01%
  • Healthcare 20.72%
  • Automobile and Auto Components 10.33%
  • Services 6.24%
  • Consumer Services 4.92%

Portfolio Characteristics

total number of stocks
48
top 5 stocks percent
19.21%
top 5 sectors percent
75.22%
average market cap
N/A
portfolio age
10 Yrs, 2 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%

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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)