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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

This investment approach will seek to create a portfolio by making investments in listed securities on basis of a systematic selection model with various parameters. The investment approach will entail an active investment strategy with a diversified portfolio.

Investment Objective

To invest in the companies who are market leaders, with strong cash flows who are not leveraged, & also emerging businesses in the mid, small & microcap segment and are run by promoters/management with high corporate.

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 successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years  by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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