Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
3.40%
6 Months
5.63%
21.77%
1 Year
4.60%
16.05%
3 Years
14.51%
23.24%
5 Years
12.90%
—
Since Inception
19.56%
24.82%
Fund Age
6 yrs 4 mo
3 yrs 1 mo
AUM
₹1,566.43 Cr
₹415.03 Cr
Alpha – 1 Year
1.62%
11.33%
Alpha – 3 Years
2.62%
11.15%
Information Ratio – 3 Years
0.58
0.72
Volatility – 1 Year
21.65%
25.50%
Volatility – 3 Years
16.64%
24.35%
Beta – 1 Year
1.18
1.34
Beta – 3 Years
1.02
1.27
Sharpe Ratio – 1 Year
0.06
0.50
Sharpe Ratio – 3 Years
0.58
0.77
Worst Rolling Year
12.32%
23.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.23 Cr
Deepest Drawdown
−20.60%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.14%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 24% · S 29%
M 2% · S 95%
Number of Stocks
42
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
—
—
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% / – / –