Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
3.40%
6 Months
4.03%
21.77%
1 Year
4.49%
16.05%
3 Years
14.35%
23.24%
5 Years
—
—
Since Inception
16.62%
24.82%
Fund Age
4 yrs
3 yrs 1 mo
AUM
₹303 Cr
₹415.03 Cr
Alpha – 1 Year
4.92%
11.33%
Alpha – 3 Years
5.78%
11.15%
Information Ratio – 3 Years
1.15
0.72
Volatility – 1 Year
16.32%
25.50%
Volatility – 3 Years
14.15%
24.35%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
0.97
1.27
Sharpe Ratio – 1 Year
0.01
0.50
Sharpe Ratio – 3 Years
0.64
0.77
Worst Rolling Year
14.36%
23.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.23 Cr
Deepest Drawdown
−16.17%
−25.33%
Recovery Period
245 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –