Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.40%
6 Months
5.47%
21.77%
1 Year
6.35%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
6.04%
24.82%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹1.28 Cr
₹415.03 Cr
Alpha – 1 Year
3.37%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
17.26%
25.50%
Volatility – 3 Years
15.80%
24.35%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.12
0.50
Sharpe Ratio – 3 Years
0.10
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−17.83%
−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
L 42% · M 17% · S 27%
M 2% · S 95%
Number of Stocks
24
—
Portfolio P/E
39.38
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
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 · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –