Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
3.40%
6 Months
3.36%
21.77%
1 Year
7.71%
16.05%
3 Years
10.42%
23.24%
5 Years
9.09%
—
Since Inception
10.42%
24.82%
Fund Age
16 yrs 11 mo
3 yrs 1 mo
AUM
₹257.93 Cr
₹415.03 Cr
Alpha – 1 Year
0.40%
11.33%
Alpha – 3 Years
2.97%
11.15%
Information Ratio – 3 Years
2.62
0.72
Volatility – 1 Year
1.99%
25.50%
Volatility – 3 Years
1.94%
24.35%
Beta – 1 Year
0.35
1.34
Beta – 3 Years
0.35
1.27
Sharpe Ratio – 1 Year
1.45
0.50
Sharpe Ratio – 3 Years
3.79
0.77
Worst Rolling Year
7.00%
23.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –