Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
3.40%
6 Months
14.84%
21.77%
1 Year
−4.03%
16.05%
3 Years
5.65%
23.24%
5 Years
—
—
Since Inception
11.22%
24.82%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹83.14 Cr
₹415.03 Cr
Alpha – 1 Year
−3.68%
11.33%
Alpha – 3 Years
−3.35%
11.15%
Information Ratio – 3 Years
-0.26
0.72
Volatility – 1 Year
22.60%
25.50%
Volatility – 3 Years
18.97%
24.35%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.04
1.27
Sharpe Ratio – 1 Year
-0.31
0.50
Sharpe Ratio – 3 Years
0.11
0.77
Worst Rolling Year
4.98%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−33.20%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
24.73%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 9% · M 28% · S 60%
M 2% · S 95%
Number of Stocks
27
—
Portfolio P/E
28.70
—
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
—
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% / – / –