Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
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
0.25%
3.40%
6 Months
15.19%
21.77%
1 Year
3.21%
16.05%
3 Years
19.65%
23.24%
5 Years
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—
Since Inception
25.09%
24.82%
Fund Age
3 yrs 5 mo
3 yrs 1 mo
AUM
₹4,148.34 Cr
₹415.03 Cr
Alpha – 1 Year
0.23%
11.33%
Alpha – 3 Years
7.77%
11.15%
Information Ratio – 3 Years
0.62
0.72
Volatility – 1 Year
21.54%
25.50%
Volatility – 3 Years
22.15%
24.35%
Beta – 1 Year
1.06
1.34
Beta – 3 Years
1.15
1.27
Sharpe Ratio – 1 Year
-0.01
0.50
Sharpe Ratio – 3 Years
0.68
0.77
Worst Rolling Year
19.49%
23.24%
Value at Worst Rolling Year
₹1.19 Cr
₹1.23 Cr
Deepest Drawdown
−27.91%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
M 2% · S 95%
Number of Stocks
26
—
Portfolio P/E
55.82
—
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / – / –