Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
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
1.27%
3.40%
6 Months
11.91%
21.77%
1 Year
10.06%
16.05%
3 Years
13.81%
23.24%
5 Years
13.88%
—
Since Inception
20.20%
24.82%
Fund Age
15 yrs 1 mo
3 yrs 1 mo
AUM
₹980.13 Cr
₹415.03 Cr
Alpha – 1 Year
5.36%
11.33%
Alpha – 3 Years
1.71%
11.15%
Information Ratio – 3 Years
0.21
0.72
Volatility – 1 Year
18.76%
25.50%
Volatility – 3 Years
19.39%
24.35%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
1.05
1.27
Sharpe Ratio – 1 Year
0.32
0.50
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
-23.74%
23.24%
Value at Worst Rolling Year
₹0.76 Cr
₹1.23 Cr
Deepest Drawdown
−24.32%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
24.73%
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
M 2% · S 95%
Number of Stocks
20
—
Portfolio P/E
22.60
—
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
—
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% / – / –