Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
3.40%
6 Months
13.51%
21.77%
1 Year
1.35%
16.05%
3 Years
13.26%
23.24%
5 Years
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—
Since Inception
19.28%
24.82%
Fund Age
4 yrs 2 mo
3 yrs 1 mo
AUM
₹36.17 Cr
₹415.03 Cr
Alpha – 1 Year
−3.37%
11.33%
Alpha – 3 Years
1.17%
11.15%
Information Ratio – 3 Years
0.14
0.72
Volatility – 1 Year
24.66%
25.50%
Volatility – 3 Years
18.82%
24.35%
Beta – 1 Year
1.31
1.34
Beta – 3 Years
1.10
1.27
Sharpe Ratio – 1 Year
-0.05
0.50
Sharpe Ratio – 3 Years
0.48
0.77
Worst Rolling Year
12.70%
23.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−26.89%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
M 2% · S 95%
Number of Stocks
24
—
Portfolio P/E
29.70
—
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
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—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –