Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
3.40%
6 Months
4.12%
21.77%
1 Year
−0.25%
16.05%
3 Years
10.95%
23.24%
5 Years
10.56%
—
Since Inception
10.62%
24.82%
Fund Age
13 yrs 8 mo
3 yrs 1 mo
AUM
₹41.22 Cr
₹415.03 Cr
Alpha – 1 Year
0.18%
11.33%
Alpha – 3 Years
2.39%
11.15%
Information Ratio – 3 Years
0.52
0.72
Volatility – 1 Year
20.61%
25.50%
Volatility – 3 Years
17.57%
24.35%
Beta – 1 Year
1.24
1.34
Beta – 3 Years
1.19
1.27
Sharpe Ratio – 1 Year
-0.18
0.50
Sharpe Ratio – 3 Years
0.46
0.77
Worst Rolling Year
-10.52%
23.24%
Value at Worst Rolling Year
₹0.89 Cr
₹1.23 Cr
Deepest Drawdown
−22.41%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
24.73%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
M 2% · S 95%
Number of Stocks
25
—
Portfolio P/E
36.71
—
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
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% / – / –