Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
3.40%
6 Months
—
21.77%
1 Year
—
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
17.31%
24.82%
Fund Age
5 mo
3 yrs 1 mo
AUM
₹30.77 Cr
₹415.03 Cr
Alpha – 1 Year
—
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
—
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
M 2% · S 95%
Number of Stocks
20
—
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge 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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –