Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
3.40%
6 Months
2.80%
21.77%
1 Year
4.89%
16.05%
3 Years
12.23%
23.24%
5 Years
10.64%
—
Since Inception
8.93%
24.82%
Fund Age
12 yrs
3 yrs 1 mo
AUM
₹134.76 Cr
₹415.03 Cr
Alpha – 1 Year
−1.08%
11.33%
Alpha – 3 Years
1.34%
11.15%
Information Ratio – 3 Years
0.07
0.72
Volatility – 1 Year
10.79%
25.50%
Volatility – 3 Years
9.62%
24.35%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.10
1.27
Sharpe Ratio – 1 Year
-0.01
0.50
Sharpe Ratio – 3 Years
0.69
0.77
Worst Rolling Year
0.05%
23.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−11.50%
−25.33%
Recovery Period
80 days
104 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
M 2% · S 95%
Number of Stocks
33
—
Portfolio P/E
25.96
—
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / – / –