Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
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
2.98%
3.40%
6 Months
−0.13%
21.77%
1 Year
−2.80%
16.05%
3 Years
13.20%
23.24%
5 Years
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—
Since Inception
13.51%
24.82%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹30.6 Cr
₹415.03 Cr
Alpha – 1 Year
−5.78%
11.33%
Alpha – 3 Years
1.30%
11.15%
Information Ratio – 3 Years
0.16
0.72
Volatility – 1 Year
16.62%
25.50%
Volatility – 3 Years
16.99%
24.35%
Beta – 1 Year
0.93
1.34
Beta – 3 Years
1.05
1.27
Sharpe Ratio – 1 Year
-0.42
0.50
Sharpe Ratio – 3 Years
0.50
0.77
Worst Rolling Year
13.00%
23.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−20.23%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 44% · M 26% · S 17%
M 2% · S 95%
Number of Stocks
24
—
Portfolio P/E
32.10
—
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
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Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –