Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
3.40%
6 Months
3.75%
21.77%
1 Year
−5.76%
16.05%
3 Years
3.98%
23.24%
5 Years
6.05%
—
Since Inception
9.94%
24.82%
Fund Age
7 yrs 9 mo
3 yrs 1 mo
AUM
₹45.09 Cr
₹415.03 Cr
Alpha – 1 Year
−8.74%
11.33%
Alpha – 3 Years
−7.91%
11.15%
Information Ratio – 3 Years
-1.11
0.72
Volatility – 1 Year
21.69%
25.50%
Volatility – 3 Years
18.00%
24.35%
Beta – 1 Year
1.21
1.34
Beta – 3 Years
1.08
1.27
Sharpe Ratio – 1 Year
-0.42
0.50
Sharpe Ratio – 3 Years
0.01
0.77
Worst Rolling Year
3.08%
23.24%
Value at Worst Rolling Year
₹1.03 Cr
₹1.23 Cr
Deepest Drawdown
−29.01%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
M 2% · S 95%
Number of Stocks
43
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –