Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.40%
6 Months
5.44%
21.77%
1 Year
6.80%
16.05%
3 Years
17.32%
23.24%
5 Years
18.10%
—
Since Inception
16.54%
24.82%
Fund Age
11 yrs 1 mo
3 yrs 1 mo
AUM
₹120.51 Cr
₹415.03 Cr
Alpha – 1 Year
3.04%
11.33%
Alpha – 3 Years
6.42%
11.15%
Information Ratio – 3 Years
0.53
0.72
Volatility – 1 Year
13.99%
25.50%
Volatility – 3 Years
15.09%
24.35%
Beta – 1 Year
0.76
1.34
Beta – 3 Years
0.68
1.27
Sharpe Ratio – 1 Year
0.16
0.50
Sharpe Ratio – 3 Years
0.86
0.77
Worst Rolling Year
-18.71%
23.24%
Value at Worst Rolling Year
₹0.81 Cr
₹1.23 Cr
Deepest Drawdown
−12.53%
−25.33%
Recovery Period
92 days
104 days
1-Year Rolling Windows Positive
77.50%
100.00%
Median Rolling Year
19.23%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 15% · M 5% · S 66%
M 2% · S 95%
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
1.50% / yr
Performance Fee / Plan
22% of profit, above 6%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –