Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Systamatix - Dynamic Investment
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%
7.60%
6 Months
21.77%
26.61%
1 Year
16.05%
33.69%
3 Years
23.24%
25.74%
5 Years
—
21.83%
Since Inception
24.82%
—
Fund Age
3 yrs 1 mo
8 yrs 4 mo
AUM
₹415.03 Cr
₹158.52 Cr
Alpha – 1 Year
11.33%
29.93%
Alpha – 3 Years
11.15%
14.85%
Information Ratio – 3 Years
0.72
1.52
Volatility – 1 Year
25.50%
19.82%
Volatility – 3 Years
24.35%
19.44%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.27
1.06
Sharpe Ratio – 1 Year
0.50
1.29
Sharpe Ratio – 3 Years
0.77
1.16
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%
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
2% / 0% / 0%