Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tamohara - TRUFFLE
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%
8.72%
6 Months
21.77%
28.59%
1 Year
16.05%
28.02%
3 Years
23.24%
18.67%
5 Years
—
17.18%
Since Inception
24.82%
20.03%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹415.03 Cr
₹221.27 Cr
Alpha – 1 Year
11.33%
28.37%
Alpha – 3 Years
11.15%
9.68%
Information Ratio – 3 Years
0.72
0.87
Volatility – 1 Year
25.50%
22.32%
Volatility – 3 Years
24.35%
17.88%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.27
0.95
Sharpe Ratio – 1 Year
0.50
0.99
Sharpe Ratio – 3 Years
0.77
0.81
Worst Rolling Year
23.24%
13.69%
Value at Worst Rolling Year
₹1.23 Cr
₹1.14 Cr
Deepest Drawdown
−25.33%
−20.50%
Recovery Period
104 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
1% / – / –