Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.40%
6 Months
3.83%
21.77%
1 Year
9.77%
16.05%
3 Years
13.19%
23.24%
5 Years
12.01%
—
Since Inception
14.38%
24.82%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹42.66 Cr
₹415.03 Cr
Alpha – 1 Year
3.80%
11.33%
Alpha – 3 Years
2.30%
11.15%
Information Ratio – 3 Years
0.23
0.72
Volatility – 1 Year
15.84%
25.50%
Volatility – 3 Years
12.64%
24.35%
Beta – 1 Year
1.56
1.34
Beta – 3 Years
1.48
1.27
Sharpe Ratio – 1 Year
0.32
0.50
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
9.09%
23.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−15.18%
−25.33%
Recovery Period
119 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
M 2% · S 95%
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –