Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.40%
6 Months
25.00%
21.77%
1 Year
17.14%
16.05%
3 Years
16.20%
23.24%
5 Years
15.34%
—
Since Inception
19.60%
24.82%
Fund Age
7 yrs 3 mo
3 yrs 1 mo
AUM
₹127.23 Cr
₹415.03 Cr
Alpha – 1 Year
12.42%
11.33%
Alpha – 3 Years
4.43%
11.15%
Information Ratio – 3 Years
0.38
0.72
Volatility – 1 Year
23.12%
25.50%
Volatility – 3 Years
20.20%
24.35%
Beta – 1 Year
1.18
1.34
Beta – 3 Years
1.05
1.27
Sharpe Ratio – 1 Year
0.56
0.50
Sharpe Ratio – 3 Years
0.61
0.77
Worst Rolling Year
13.55%
23.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.23 Cr
Deepest Drawdown
−26.74%
−25.33%
Recovery Period
143 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
M 2% · S 95%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –