Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
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
5.60%
3.40%
6 Months
9.69%
21.77%
1 Year
14.36%
16.05%
3 Years
13.50%
23.24%
5 Years
8.53%
—
Since Inception
11.34%
24.82%
Fund Age
5 yrs 5 mo
3 yrs 1 mo
AUM
₹190.75 Cr
₹415.03 Cr
Alpha – 1 Year
9.64%
11.33%
Alpha – 3 Years
1.41%
11.15%
Information Ratio – 3 Years
0.20
0.72
Volatility – 1 Year
24.59%
25.50%
Volatility – 3 Years
18.73%
24.35%
Beta – 1 Year
1.16
1.34
Beta – 3 Years
1.03
1.27
Sharpe Ratio – 1 Year
0.44
0.50
Sharpe Ratio – 3 Years
0.52
0.77
Worst Rolling Year
8.91%
23.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−18.32%
−25.33%
Recovery Period
549 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 12% · S 39%
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 25%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –