Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
3.40%
6 Months
−2.07%
21.77%
1 Year
−0.17%
16.05%
3 Years
9.32%
23.24%
5 Years
7.90%
—
Since Inception
11.39%
24.82%
Fund Age
7 yrs 6 mo
3 yrs 1 mo
AUM
₹2.61 Cr
₹415.03 Cr
Alpha – 1 Year
0.18%
11.33%
Alpha – 3 Years
0.32%
11.15%
Information Ratio – 3 Years
0.24
0.72
Volatility – 1 Year
16.91%
25.50%
Volatility – 3 Years
14.31%
24.35%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
1.01
1.27
Sharpe Ratio – 1 Year
-0.24
0.50
Sharpe Ratio – 3 Years
0.31
0.77
Worst Rolling Year
7.30%
23.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
−17.23%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
M 2% · S 95%
Number of Stocks
26
—
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –