Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.74%
3.40%
6 Months
−3.23%
21.77%
1 Year
54.66%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
46.32%
24.82%
Fund Age
18 mo
3 yrs 1 mo
AUM
₹186.08 Cr
₹415.03 Cr
Alpha – 1 Year
47.12%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
—
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
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
—
M 2% · S 95%
Number of Stocks
—
—
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
1.00% / yr
1.50% / yr
Performance Fee / Plan
10% of profit
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –