Samvitti PMS or Portfolio Management Review 2024

Samvitti PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Samvitti Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.1,043.24 Cr.
Avg. 1 Year Return	39.91%
Active Clients	205
No. of Strategies	3
Minimum Investment	Rs.50 Lakh
Experience	10 Years

Samvitti PMS - Company Overview

Samvitti Portfolio Management Service Performance or Returns

1 Year Return

39.91%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.34%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.82%

Nifty 50 - 5 Year Return

11.52%

Samvitti PMS Commission, Charges or Fees

Fixed Fees

2.5% fund value

Variable AMC

1.5% fund value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Best Strategies by Samvitti Portfolio Management Services

Check out various strategies or Investment approaches provided by Samvitti Portfolio Managers.

Strategy Name	PMS Active Alpha Multicap	PMS Long Term Growth	PMS Aggressive Growth
Start Date	13-Apr-21	10-Nov-15	23-Oct-15
Category	Multi Cap	Large & Mid Cap	Large & Mid Cap
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	60	111	Not Disclosed
1 Yr. Return	102.40%	34.76%	79.52%
3 Yr. Return	NA	21.18%	29.52%
5 Yr. Return	NA	18.71%	20.00%
Fund Manager	Mr. Prabhakar Kudva	Mr. Prabhakar Kudva	Mr. Prabhakar Kudva