Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tamohara - Q Strategy
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%
−0.46%
6 Months
21.77%
6.77%
1 Year
16.05%
7.38%
3 Years
23.24%
9.03%
5 Years
—
—
Since Inception
24.82%
10.29%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹415.03 Cr
₹9.69 Cr
Alpha – 1 Year
11.33%
7.73%
Alpha – 3 Years
11.15%
0.04%
Information Ratio – 3 Years
0.72
0.09
Volatility – 1 Year
25.50%
17.08%
Volatility – 3 Years
24.35%
16.18%
Beta – 1 Year
1.34
0.95
Beta – 3 Years
1.27
1.08
Sharpe Ratio – 1 Year
0.50
0.20
Sharpe Ratio – 3 Years
0.77
0.33
Worst Rolling Year
23.24%
7.39%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−24.88%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
1% / – / –