Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
3.40%
6 Months
11.98%
21.77%
1 Year
18.12%
16.05%
3 Years
18.24%
23.24%
5 Years
—
—
Since Inception
20.21%
24.82%
Fund Age
4 yrs 8 mo
3 yrs 1 mo
AUM
₹424.87 Cr
₹415.03 Cr
Alpha – 1 Year
13.40%
11.33%
Alpha – 3 Years
6.15%
11.15%
Information Ratio – 3 Years
0.85
0.72
Volatility – 1 Year
22.44%
25.50%
Volatility – 3 Years
19.69%
24.35%
Beta – 1 Year
1.22
1.34
Beta – 3 Years
1.10
1.27
Sharpe Ratio – 1 Year
0.61
0.50
Sharpe Ratio – 3 Years
0.80
0.77
Worst Rolling Year
18.24%
23.24%
Value at Worst Rolling Year
₹1.18 Cr
₹1.23 Cr
Deepest Drawdown
−25.57%
−25.33%
Recovery Period
337 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.33%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 1% · S 89%
M 2% · S 95%
Number of Stocks
30
—
Portfolio P/E
23.45
—
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
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Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / – / –