Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term Growth
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
7.49%
3.40%
6 Months
27.88%
21.77%
1 Year
29.03%
16.05%
3 Years
18.18%
23.24%
5 Years
15.45%
—
Since Inception
16.74%
24.82%
Fund Age
10 yrs 9 mo
3 yrs 1 mo
AUM
₹245.99 Cr
₹415.03 Cr
Alpha – 1 Year
24.31%
11.33%
Alpha – 3 Years
6.09%
11.15%
Information Ratio – 3 Years
0.49
0.72
Volatility – 1 Year
21.97%
25.50%
Volatility – 3 Years
17.89%
24.35%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
0.93
1.27
Sharpe Ratio – 1 Year
1.03
0.50
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
1.53%
23.24%
Value at Worst Rolling Year
₹1.02 Cr
₹1.23 Cr
Deepest Drawdown
−20.27%
−25.33%
Recovery Period
205 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.98%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 27% · S 36%
M 2% · S 95%
Number of Stocks
44
—
Portfolio P/E
69.76
—
Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –