Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.40%
6 Months
3.88%
21.77%
1 Year
−7.98%
16.05%
3 Years
11.06%
23.24%
5 Years
10.06%
—
Since Inception
11.56%
24.82%
Fund Age
5 yrs 3 mo
3 yrs 1 mo
AUM
₹106.37 Cr
₹415.03 Cr
Alpha – 1 Year
−10.96%
11.33%
Alpha – 3 Years
−0.82%
11.15%
Information Ratio – 3 Years
0.00
0.72
Volatility – 1 Year
16.00%
25.50%
Volatility – 3 Years
17.59%
24.35%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.97
1.27
Sharpe Ratio – 1 Year
-0.78
0.50
Sharpe Ratio – 3 Years
0.42
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –