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ACTIVEALPHAMC

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Category PMS
Company Samvitti Capital
Fund Managers Athul Kudva
Benchmark BSE 500 TRI
Share: f x in w

About Company

Samvitti Capital

Samvitti Capital is a wealth management firm promoted by Mr. Shivaram Kamath, Mr. Athul Kudva and Mr. Prabhakar Kudva. Samvitti is an investment management firm built at the intersection of financial theory and practical experience. They invest on behalf of clients, ranging from HNIs to corporates and family offices, with a commitment to help them generate wealth by filtering out market noise to identify and isolate what matters most. By implementing ideas that stand up to rigorous testing, and focusing on a deep study of businesses, practical insights, and leveraging technology, intuition, and risk management, Samvitti’s expertise is sought by investors to meet their financial challenges.

 

Investment Philosophy

Samvitti Capital follows a focused, growth-oriented investment philosophy centered on high-conviction ideas and long-term compounding:

  • Mid & Small Cap Focus
    Targets under-researched companies with high growth potential and scalability.
  • High-Conviction Portfolio
    Maintains a concentrated portfolio of select ideas to drive meaningful alpha generation.
  • Bottom-Up Stock Selection
    Investment decisions are driven by deep company-level research rather than macro speculation.
  • Growth at Reasonable Price (GARP)
    Combines strong growth potential with valuation discipline to ensure favorable risk-reward.
  • Long-Term Compounding Approach
    Focus on holding investments over extended periods to benefit from business growth.
  • Active Portfolio Management
    Continuous monitoring and rebalancing based on company performance and market dynamics.
  • Risk Management Discipline
    Emphasis on capital protection through careful stock selection and timely exits.
  • Focus on Quality & Governance
    Preference for companies with strong management, transparency, and sustainable business models.
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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

ACTIVEALPHAMC

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Samvitti Capital Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹476.51 6.24 32.64 14.67 9.57 0.86 25.39 32.48 24.24 26.99
Benchmark NA 1.73 12.10 -3.53 -1.96 1.52 12.53 15.29 12.21 14.22
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Athul Kudva

Athul Kudva

Athul Kudva, an engineer from the National Institute of Technology, Karnataka, worked briefly at Tata Motors before cofounding Omnesys which developed highly scalable order and risk management software for traders and brokers across the country. Omnesys was acquired by media and information giant Thomson Reuters in 2013. Athul has been a very astute active investor and trader operating in the markets for multiple decades and brings with them more than 25 years of market experience. This market experience combined with technology insights has allowed him to work on building quant systems and tools which are used extensively by Samvitti in its fund management.

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