Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
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
5.38%
3.40%
6 Months
7.13%
21.77%
1 Year
11.04%
16.05%
3 Years
7.66%
23.24%
5 Years
8.70%
—
Since Inception
14.13%
24.82%
Fund Age
6 yrs 10 mo
3 yrs 1 mo
AUM
₹3.45 Cr
₹415.03 Cr
Alpha – 1 Year
8.06%
11.33%
Alpha – 3 Years
−4.24%
11.15%
Information Ratio – 3 Years
-0.53
0.72
Volatility – 1 Year
15.44%
25.50%
Volatility – 3 Years
15.96%
24.35%
Beta – 1 Year
0.84
1.34
Beta – 3 Years
0.91
1.27
Sharpe Ratio – 1 Year
0.40
0.50
Sharpe Ratio – 3 Years
0.20
0.77
Worst Rolling Year
3.12%
23.24%
Value at Worst Rolling Year
₹1.03 Cr
₹1.23 Cr
Deepest Drawdown
−27.30%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 36%
M 2% · S 95%
Number of Stocks
23
—
Portfolio P/E
34.11
—
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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 · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –