Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.40%
6 Months
−5.38%
21.77%
1 Year
−6.70%
16.05%
3 Years
7.98%
23.24%
5 Years
—
—
Since Inception
7.98%
24.82%
Fund Age
2 yrs 11 mo
3 yrs 1 mo
AUM
₹7.31 Cr
₹415.03 Cr
Alpha – 1 Year
−6.35%
11.33%
Alpha – 3 Years
−1.02%
11.15%
Information Ratio – 3 Years
-0.08
0.72
Volatility – 1 Year
17.44%
25.50%
Volatility – 3 Years
15.65%
24.35%
Beta – 1 Year
1.08
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
-0.61
0.50
Sharpe Ratio – 3 Years
0.22
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−21.15%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
M 2% · S 95%
Number of Stocks
66
—
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / – / –