Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.63%
3.40%
6 Months
8.65%
21.77%
1 Year
10.66%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
22.10%
24.82%
Fund Age
2 yrs 7 mo
3 yrs 1 mo
AUM
₹374.18 Cr
₹415.03 Cr
Alpha – 1 Year
2.92%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
10.32%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.27
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.50
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−8.56%
−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 49% · M 41% · S 9%
M 2% · S 95%
Number of Stocks
37
—
Portfolio P/E
19.24
—
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
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% / – / –