Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
3.40%
6 Months
3.13%
21.77%
1 Year
3.79%
16.05%
3 Years
10.28%
23.24%
5 Years
10.26%
—
Since Inception
14.16%
24.82%
Fund Age
8 yrs 2 mo
3 yrs 1 mo
AUM
₹1,116.87 Cr
₹415.03 Cr
Alpha – 1 Year
−0.93%
11.33%
Alpha – 3 Years
−1.81%
11.15%
Information Ratio – 3 Years
-0.53
0.72
Volatility – 1 Year
16.47%
25.50%
Volatility – 3 Years
15.93%
24.35%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
1.02
1.27
Sharpe Ratio – 1 Year
-0.01
0.50
Sharpe Ratio – 3 Years
0.36
0.77
Worst Rolling Year
9.53%
23.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−22.48%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
M 2% · S 95%
Number of Stocks
40
—
Portfolio P/E
27.63
—
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
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% / – / –