Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
3.40%
6 Months
1.87%
21.77%
1 Year
8.68%
16.05%
3 Years
16.60%
23.24%
5 Years
15.36%
—
Since Inception
12.51%
24.82%
Fund Age
8 yrs 8 mo
3 yrs 1 mo
AUM
₹4.55 Cr
₹415.03 Cr
Alpha – 1 Year
3.96%
11.33%
Alpha – 3 Years
4.51%
11.15%
Information Ratio – 3 Years
0.64
0.72
Volatility – 1 Year
15.98%
25.50%
Volatility – 3 Years
15.76%
24.35%
Beta – 1 Year
0.87
1.34
Beta – 3 Years
0.94
1.27
Sharpe Ratio – 1 Year
0.27
0.50
Sharpe Ratio – 3 Years
0.72
0.77
Worst Rolling Year
1.47%
23.24%
Value at Worst Rolling Year
₹1.01 Cr
₹1.23 Cr
Deepest Drawdown
−17.84%
−25.33%
Recovery Period
136 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
M 2% · S 95%
Number of Stocks
14
—
Portfolio P/E
31.16
—
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / – / –