Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
3.40%
6 Months
22.77%
21.77%
1 Year
24.21%
16.05%
3 Years
13.20%
23.24%
5 Years
12.56%
—
Since Inception
18.69%
24.82%
Fund Age
7 yrs 4 mo
3 yrs 1 mo
AUM
₹114.64 Cr
₹415.03 Cr
Alpha – 1 Year
19.49%
11.33%
Alpha – 3 Years
1.43%
11.15%
Information Ratio – 3 Years
0.12
0.72
Volatility – 1 Year
24.82%
25.50%
Volatility – 3 Years
21.64%
24.35%
Beta – 1 Year
1.34
1.34
Beta – 3 Years
1.13
1.27
Sharpe Ratio – 1 Year
0.78
0.50
Sharpe Ratio – 3 Years
0.46
0.77
Worst Rolling Year
10.43%
23.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−24.42%
−25.33%
Recovery Period
92 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
M 2% · S 95%
Number of Stocks
32
—
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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% / – / –