Samvitti-PMS Aggressive Growth
EQUITY MULTI CAP
Focuses on wealth creation across multiple business and market cycles using multi-style strategies.
+21.77%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Oct '15
Total AUM
₹362.11Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.4%
Cash0.5%
Equity market cap split
Small Cap89.0%
Mid Cap9.6%
Large Cap1.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
PKPrabhakar KudvaFund managerView details
PK
Prabhakar Kudva
Fund manager
View details
About
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.
PMS house
Samvitti Capital Private Limited
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments