Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
21.77%
20.32%
1 Year
16.05%
29.93%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
15.24%
Fund Age
3 yrs 1 mo
1 yr 9 mo
AUM
₹415.03 Cr
₹3.17 Cr
Alpha – 1 Year
11.33%
25.21%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
24.54%
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
1.19
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
0.97
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−12.48%
Recovery Period
104 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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% / – / –