Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
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
1.03%
3.40%
6 Months
6.82%
21.77%
1 Year
3.42%
16.05%
3 Years
13.55%
23.24%
5 Years
9.47%
—
Since Inception
15.08%
24.82%
Fund Age
13 yrs 9 mo
3 yrs 1 mo
AUM
₹319.05 Cr
₹415.03 Cr
Alpha – 1 Year
0.44%
11.33%
Alpha – 3 Years
1.66%
11.15%
Information Ratio – 3 Years
0.24
0.72
Volatility – 1 Year
13.79%
25.50%
Volatility – 3 Years
15.92%
24.35%
Beta – 1 Year
0.75
1.34
Beta – 3 Years
0.91
1.27
Sharpe Ratio – 1 Year
-0.08
0.50
Sharpe Ratio – 3 Years
0.53
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−20.24%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 12% · S 18%
M 2% · S 95%
Number of Stocks
49
—
Portfolio P/E
33.08
—
Top 5 Holdings
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
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 · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / – / –