Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Pace - Secure
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
3.40%
6 Months
2.89%
21.77%
1 Year
7.86%
16.05%
3 Years
10.62%
23.24%
5 Years
10.19%
—
Since Inception
9.46%
24.82%
Fund Age
5 yrs 7 mo
3 yrs 1 mo
AUM
₹158.06 Cr
₹415.03 Cr
Alpha – 1 Year
−1.70%
11.33%
Alpha – 3 Years
0.86%
11.15%
Information Ratio – 3 Years
0.37
0.72
Volatility – 1 Year
1.80%
25.50%
Volatility – 3 Years
3.43%
24.35%
Beta – 1 Year
0.81
1.34
Beta – 3 Years
0.63
1.27
Sharpe Ratio – 1 Year
1.30
0.50
Sharpe Ratio – 3 Years
1.53
0.77
Worst Rolling Year
8.14%
23.24%
Value at Worst Rolling Year
₹1.08 Cr
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.61%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / – / –