Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ASK - FOP
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
3.40%
6 Months
−7.28%
21.77%
1 Year
1.15%
16.05%
3 Years
9.13%
23.24%
5 Years
7.36%
—
Since Inception
8.07%
24.82%
Fund Age
8 yrs 1 mo
3 yrs 1 mo
AUM
₹172.71 Cr
₹415.03 Cr
Alpha – 1 Year
1.58%
11.33%
Alpha – 3 Years
0.57%
11.15%
Information Ratio – 3 Years
0.09
0.72
Volatility – 1 Year
24.79%
25.50%
Volatility – 3 Years
18.71%
24.35%
Beta – 1 Year
1.50
1.34
Beta – 3 Years
1.16
1.27
Sharpe Ratio – 1 Year
-0.05
0.50
Sharpe Ratio – 3 Years
0.27
0.77
Worst Rolling Year
0.74%
23.24%
Value at Worst Rolling Year
₹1.01 Cr
₹1.23 Cr
Deepest Drawdown
−19.52%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 17% · S 30%
M 2% · S 95%
Number of Stocks
23
—
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –