Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
3.40%
6 Months
24.60%
21.77%
1 Year
7.56%
16.05%
3 Years
20.98%
23.24%
5 Years
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—
Since Inception
24.10%
24.82%
Fund Age
4 yrs 4 mo
3 yrs 1 mo
AUM
₹3.89 Cr
₹415.03 Cr
Alpha – 1 Year
4.58%
11.33%
Alpha – 3 Years
9.08%
11.15%
Information Ratio – 3 Years
0.07
0.72
Volatility – 1 Year
32.74%
25.50%
Volatility – 3 Years
27.24%
24.35%
Beta – 1 Year
1.49
1.34
Beta – 3 Years
1.30
1.27
Sharpe Ratio – 1 Year
0.20
0.50
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
17.91%
23.24%
Value at Worst Rolling Year
₹1.18 Cr
₹1.23 Cr
Deepest Drawdown
−34.40%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –