Samvitti Capital Private Limited • Equity
Advisory Services is an equity portfolio management service (PMS) strategy run by Samvitti Capital Private Limited, launched on 9 Feb 2018. As of 30 Sep 2026, it manages ₹163 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.99% over 1 year, +13.07% over 3 years and +12.13% over 5 years (+14.88% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.87 percentage points ahead of its benchmark. Its 3-year return ranks 168th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by M Athul Kudva.
Ranked nearby on 3-year return: RHPMPL- Super Value M&S Cap Portfolio (+13.16%), Emerging India Portfolio (+13.13%), Consortium Securities Value PMS (+13.03%), Equirus Long Horizon Fund (+13.03%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.94% |
| 3 Months | -2.01% |
| 1 Year | +2.99% |
| 3 Years | +13.07% |
| 5 Years | +12.13% |
| Since Inception | +14.88% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAdvisory Services has a 1-year return of +2.99%, a 3-year return of +13.07%, a 5-year return of +12.13% and +14.88% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Advisory Services returned +12.13% against +8.91% for the BSE 500 TRI, 3.22 percentage points ahead. Over 3 years it returned +13.07% against +9.20%; Over 1 year it returned +2.99% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Advisory Services's 3-year return of +13.07% ranks 168th as of 30 Sep 2026.
Advisory Services is managed by M Athul Kudva at Samvitti Capital. The strategy manages ₹163 Cr of client assets as of 30 Sep 2026.
Advisory Services manages ₹163 Cr of client assets as of 30 Sep 2026.
The minimum investment for Advisory Services is ₹50 Lakhs.
Advisory Services was launched on 9 Feb 2018. It has an 8-year track record.
Description
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