Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.40%
6 Months
7.09%
21.77%
1 Year
−3.99%
16.05%
3 Years
6.36%
23.24%
5 Years
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—
Since Inception
8.96%
24.82%
Fund Age
3 yrs 3 mo
3 yrs 1 mo
AUM
₹101.42 Cr
₹415.03 Cr
Alpha – 1 Year
−8.71%
11.33%
Alpha – 3 Years
−5.73%
11.15%
Information Ratio – 3 Years
-0.76
0.72
Volatility – 1 Year
21.06%
25.50%
Volatility – 3 Years
16.81%
24.35%
Beta – 1 Year
1.13
1.34
Beta – 3 Years
1.00
1.27
Sharpe Ratio – 1 Year
-0.35
0.50
Sharpe Ratio – 3 Years
0.15
0.77
Worst Rolling Year
5.39%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−25.09%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
25
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Portfolio P/E
—
—
Top 5 Holdings
—
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% / 0% / 0%
3% / – / –