Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
3.40%
6 Months
18.51%
21.77%
1 Year
2.32%
16.05%
3 Years
8.56%
23.24%
5 Years
13.23%
—
Since Inception
12.52%
24.82%
Fund Age
10 yrs
3 yrs 1 mo
AUM
₹60.22 Cr
₹415.03 Cr
Alpha – 1 Year
2.67%
11.33%
Alpha – 3 Years
−0.44%
11.15%
Information Ratio – 3 Years
-0.03
0.72
Volatility – 1 Year
27.56%
25.50%
Volatility – 3 Years
21.93%
24.35%
Beta – 1 Year
1.33
1.34
Beta – 3 Years
1.17
1.27
Sharpe Ratio – 1 Year
0.01
0.50
Sharpe Ratio – 3 Years
0.24
0.77
Worst Rolling Year
-13.90%
23.24%
Value at Worst Rolling Year
₹0.86 Cr
₹1.23 Cr
Deepest Drawdown
−31.68%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
M 2% · S 95%
Number of Stocks
26
—
Portfolio P/E
25.30
—
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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 · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
—
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% / – / –