Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
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
3.69%
3.40%
6 Months
8.66%
21.77%
1 Year
4.44%
16.05%
3 Years
14.48%
23.24%
5 Years
8.94%
—
Since Inception
14.23%
24.82%
Fund Age
18 yrs 11 mo
3 yrs 1 mo
AUM
₹4,562.38 Cr
₹415.03 Cr
Alpha – 1 Year
1.46%
11.33%
Alpha – 3 Years
2.60%
11.15%
Information Ratio – 3 Years
0.08
0.72
Volatility – 1 Year
20.33%
25.50%
Volatility – 3 Years
19.22%
24.35%
Beta – 1 Year
1.12
1.34
Beta – 3 Years
1.12
1.27
Sharpe Ratio – 1 Year
0.00
0.50
Sharpe Ratio – 3 Years
0.51
0.77
Worst Rolling Year
-6.78%
23.24%
Value at Worst Rolling Year
₹0.93 Cr
₹1.23 Cr
Deepest Drawdown
−26.97%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 42% · S 38%
M 2% · S 95%
Number of Stocks
33
—
Portfolio P/E
40.71
—
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
—
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% / – / –