Portfolio Management Services (PMS)Compare Schemes
Omni Capital Creators vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Omni Capital Creators
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.47%
3.40%
6 Months
−1.56%
21.77%
1 Year
—
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
−2.89%
24.82%
Fund Age
8 mo
3 yrs 1 mo
AUM
₹2.38 Cr
₹415.03 Cr
Alpha – 1 Year
—
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
—
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 14% · S 41%
M 2% · S 95%
Number of Stocks
19
—
Portfolio P/E
7.75
—
Top 5 Holdings
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
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 · 92.50%
Power · 4.00%
Services · 3.50%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –