Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
3.40%
6 Months
7.35%
21.77%
1 Year
9.59%
16.05%
3 Years
7.90%
23.24%
5 Years
12.07%
—
Since Inception
14.25%
24.82%
Fund Age
13 yrs 1 mo
3 yrs 1 mo
AUM
₹106.28 Cr
₹415.03 Cr
Alpha – 1 Year
9.94%
11.33%
Alpha – 3 Years
−1.10%
11.15%
Information Ratio – 3 Years
-0.12
0.72
Volatility – 1 Year
15.58%
25.50%
Volatility – 3 Years
14.39%
24.35%
Beta – 1 Year
0.83
1.34
Beta – 3 Years
0.84
1.27
Sharpe Ratio – 1 Year
0.33
0.50
Sharpe Ratio – 3 Years
0.24
0.77
Worst Rolling Year
-8.02%
23.24%
Value at Worst Rolling Year
₹0.92 Cr
₹1.23 Cr
Deepest Drawdown
−19.54%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
93.28%
100.00%
Median Rolling Year
11.54%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 40% · S 18%
M 2% · S 95%
Number of Stocks
25
—
Portfolio P/E
34.00
—
Top 5 Holdings
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
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 · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
—
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% / – / –