Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ASK - ISP
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
3.40%
6 Months
−4.44%
21.77%
1 Year
−4.32%
16.05%
3 Years
3.67%
23.24%
5 Years
4.35%
—
Since Inception
13.19%
24.82%
Fund Age
16 yrs 6 mo
3 yrs 1 mo
AUM
₹953.19 Cr
₹415.03 Cr
Alpha – 1 Year
−7.30%
11.33%
Alpha – 3 Years
−8.21%
11.15%
Information Ratio – 3 Years
-1.44
0.72
Volatility – 1 Year
16.93%
25.50%
Volatility – 3 Years
16.57%
24.35%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
1.02
1.27
Sharpe Ratio – 1 Year
-0.50
0.50
Sharpe Ratio – 3 Years
-0.03
0.77
Worst Rolling Year
-3.66%
23.24%
Value at Worst Rolling Year
₹0.96 Cr
₹1.23 Cr
Deepest Drawdown
−24.45%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
98.35%
100.00%
Median Rolling Year
12.64%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 23% · S 20%
M 2% · S 95%
Number of Stocks
21
—
Portfolio P/E
34.55
—
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
—
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% / – / –