Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
3.40%
6 Months
5.61%
21.77%
1 Year
10.19%
16.05%
3 Years
9.70%
23.24%
5 Years
7.80%
—
Since Inception
13.10%
24.82%
Fund Age
14 yrs 11 mo
3 yrs 1 mo
AUM
₹88.88 Cr
₹415.03 Cr
Alpha – 1 Year
10.54%
11.33%
Alpha – 3 Years
0.70%
11.15%
Information Ratio – 3 Years
0.00
0.72
Volatility – 1 Year
15.04%
25.50%
Volatility – 3 Years
14.30%
24.35%
Beta – 1 Year
0.87
1.34
Beta – 3 Years
0.96
1.27
Sharpe Ratio – 1 Year
0.37
0.50
Sharpe Ratio – 3 Years
0.35
0.77
Worst Rolling Year
4.17%
23.24%
Value at Worst Rolling Year
₹1.04 Cr
₹1.23 Cr
Deepest Drawdown
−20.16%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
M 2% · S 95%
Number of Stocks
37
—
Portfolio P/E
—
—
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
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% / – / –