Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Svobodha AD-ASTRA
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Svobodha AD-ASTRA
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
3.40%
0.01%
6 Months
21.77%
7.77%
1 Year
16.05%
0.09%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
7.20%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹415.03 Cr
₹22.71 Cr
Alpha – 1 Year
11.33%
−4.63%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
20.61%
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
1.11
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
-0.14
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
104 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 2% · S 95%
—
Number of Stocks
—
—
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
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
3% / 2% / 1%