Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.40%
6 Months
4.93%
21.77%
1 Year
−0.37%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
4.91%
24.82%
Fund Age
2 yrs 1 mo
3 yrs 1 mo
AUM
₹8 Cr
₹415.03 Cr
Alpha – 1 Year
−0.02%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
12.93%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.72
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
-0.38
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
6.09%
23.24%
Value at Worst Rolling Year
₹1.06 Cr
₹1.23 Cr
Deepest Drawdown
−12.49%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
M 2% · S 95%
Number of Stocks
30
—
Portfolio P/E
24.51
—
Top 5 Holdings
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
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 · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / – / –