Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
3.40%
6 Months
39.16%
21.77%
1 Year
20.20%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
17.87%
24.82%
Fund Age
19 mo
3 yrs 1 mo
AUM
₹82.38 Cr
₹415.03 Cr
Alpha – 1 Year
15.48%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
34.86%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
1.65
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.53
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−24.64%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
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
2.00% / yr
1.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –