Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
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
0.10%
3.40%
6 Months
8.00%
21.77%
1 Year
6.50%
16.05%
3 Years
11.40%
23.24%
5 Years
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Since Inception
13.00%
24.82%
Fund Age
3 yrs 6 mo
3 yrs 1 mo
AUM
₹9.42 Cr
₹415.03 Cr
Alpha – 1 Year
1.80%
11.33%
Alpha – 3 Years
−0.70%
11.15%
Information Ratio – 3 Years
-0.20
0.72
Volatility – 1 Year
21.60%
25.50%
Volatility – 3 Years
16.09%
24.35%
Beta – 1 Year
1.19
1.34
Beta – 3 Years
0.99
1.27
Sharpe Ratio – 1 Year
0.17
0.50
Sharpe Ratio – 3 Years
0.37
0.77
Worst Rolling Year
8.82%
23.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−17.53%
−25.33%
Recovery Period
122 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 15% · S 33%
M 2% · S 95%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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)
0.1% / – / 0%
3% / – / –