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.
Samvitti Long Term Scheme
Fund Snapshot
| Portfolio | Portfolio Management Services |
| Minimum Investment | 50 lakhs |
| Set up Charges | Actuals, typically~ INR 5k |
| Fund Management Fee | 1.5% with Performance fee or 2.5% without Performance fee |
| Hurdle for performance fee (with high watermark, post all fees ) | 10% |
| Profit Sharing percentage above the hurdle rate | 20% |
| Other Charges | Statutory and other charges as applicable + any operational expenses directly attributable to the fund. |
| Redemption | For variable fee structure, an exit load of 3% for the first year only, post 1 year no exit load.30 days’ notice to plan redemption. An exit load percentage is established at 3%, 2%, and 1% for the first, second, and third year, respectively, with no exit load applicable thereafter the third year. |
How is SAMVITTI PMS different?
– Samvitti operates with discount brokers, paying flat fees per order.
– They manage their own domain and risk management, resulting in negligible brokerage costs that benefit their investors.
– They employ a 1.5-20 fee structure, where performance fees are calculated after accounting for all portfolio-related costs.
– Investors have the option to choose a 2.5% fixed management fee with no performance fee.
– Portfolio performance is shared daily on a (t+1 basis) via their mobile app.
– Detailed reports are provided monthly, quarterly, or upon request.
Why Choose Samvitti?
- Proven Experience
-Combined investing experience of over 40 years managing funds in various capacities across various bull and bear cycles.
-Currently managing an AUM of INR ~1500 crores.
- Unmatched Pedigree
-Developed a comprehensive database of companies, sectors, and management, refined over multiple market cycles.
-Strong technology foundation in the financial domain: Using tech to uncover ideas and ensure optimal execution.
-Aligned interests: Our net worth is invested in the products we manage.
-No conflicts with third parties and no broker relationships, ensuring no unnecessary churn; we profit only when the portfolio performs well.
- Best-in-class Performance
-A sector and earnings-driven approach to finding the best stocks to own in every market cycle.
-Indicative names identified before markets re-rated them: Bajaj Finance (~10x), ( Page Industries (~8x), Repco Home Finance (~5x), GruhFinance (~3x), Hawkins Cooker (~8x), Indusind Bank (~3x), Apar (~3x), Mazdock(~4x) to name a few.
Build Your Investment Portfolio- Choose Your Strategy
The allocation of investable funds between the two schemes is determined by the investor in consultation with the fund manager.
Long Term Scheme
– Focuses on established businesses with moderate but steady growth.
– Provides stability to the portfolio.
– High confidence in delivering returns.
– Typically includes large-cap and large mid-cap stocks.
