Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
3.40%
6 Months
7.57%
21.77%
1 Year
24.83%
16.05%
3 Years
11.31%
23.24%
5 Years
11.03%
—
Since Inception
14.72%
24.82%
Fund Age
7 yrs 4 mo
3 yrs 1 mo
AUM
₹2.98 Cr
₹415.03 Cr
Alpha – 1 Year
20.11%
11.33%
Alpha – 3 Years
−0.77%
11.15%
Information Ratio – 3 Years
-0.21
0.72
Volatility – 1 Year
23.09%
25.50%
Volatility – 3 Years
22.29%
24.35%
Beta – 1 Year
1.17
1.34
Beta – 3 Years
1.15
1.27
Sharpe Ratio – 1 Year
0.85
0.50
Sharpe Ratio – 3 Years
0.40
0.77
Worst Rolling Year
5.08%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−34.65%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
M 2% · S 95%
Number of Stocks
10
—
Portfolio P/E
24.78
—
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –