Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
3.40%
6 Months
16.85%
21.77%
1 Year
9.30%
16.05%
3 Years
14.05%
23.24%
5 Years
14.30%
—
Since Inception
24.29%
24.82%
Fund Age
14 yrs 10 mo
3 yrs 1 mo
AUM
₹372.24 Cr
₹415.03 Cr
Alpha – 1 Year
4.58%
11.33%
Alpha – 3 Years
1.97%
11.15%
Information Ratio – 3 Years
0.33
0.72
Volatility – 1 Year
21.18%
25.50%
Volatility – 3 Years
20.18%
24.35%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.12
1.27
Sharpe Ratio – 1 Year
0.27
0.50
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
-10.46%
23.24%
Value at Worst Rolling Year
₹0.90 Cr
₹1.23 Cr
Deepest Drawdown
−23.77%
−25.33%
Recovery Period
99 days
104 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
24.73%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / – / –