Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
3.40%
6 Months
11.19%
21.77%
1 Year
4.47%
16.05%
3 Years
14.82%
23.24%
5 Years
12.64%
—
Since Inception
13.38%
24.82%
Fund Age
19 yrs
3 yrs 1 mo
AUM
₹1,249 Cr
₹415.03 Cr
Alpha – 1 Year
4.82%
11.33%
Alpha – 3 Years
5.82%
11.15%
Information Ratio – 3 Years
0.87
0.72
Volatility – 1 Year
21.24%
25.50%
Volatility – 3 Years
17.51%
24.35%
Beta – 1 Year
1.09
1.34
Beta – 3 Years
1.04
1.27
Sharpe Ratio – 1 Year
0.05
0.50
Sharpe Ratio – 3 Years
0.69
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
M 2% · S 95%
Number of Stocks
25
—
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
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –