- Manager
- Samvitti Capital
- Service
- Discretionary
- Asset class
- Equity
Pmsaggressive
+24.02%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Samvitti Capital’s Pmsaggressive returned 24.02% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹474 crore across its clients.
Key numbers
- AUM
- ₹474 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 1.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −1.52% | −5.57% | +4.05% |
| 3 months | +8.06% | −3.59% | +11.65% |
| 6 months | +44.29% | +8.07% | +36.21% |
| 1 year | +24.02% | −2.33% | +26.34% |
| 2 years | +3.55% | −3.93% | +7.48% |
| 3 years | +17.00% | +9.20% | +7.79% |
| 4 years | +22.34% | +11.22% | +11.13% |
| 5 years | +15.51% | +8.91% | +6.60% |
| Since inception | +14.23% | +12.48% | +1.75% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity100.12%₹474 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹15 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹14.95 Cr
- Net, FY to date
- ₹12.95 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 1.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Pmsaggressive returned?
24.02% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.52%; 3 months: 8.06%; 6 months: 44.29%; 1 year: 24.02%; 2 years: 3.55%; 3 years: 17.00%; 4 years: 22.34%; 5 years: 15.51%; Since inception: 14.23%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 26.34 percentage points ahead.
How much does Pmsaggressive manage?
₹474 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Pmsaggressive?
Samvitti Capital, a SEBI-registered portfolio manager (INP000004847), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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