Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
21.77%
−1.47%
1 Year
16.05%
6.66%
3 Years
23.24%
11.29%
5 Years
—
13.68%
Since Inception
24.82%
15.03%
Fund Age
3 yrs 1 mo
5 yrs 7 mo
AUM
₹415.03 Cr
₹138.83 Cr
Alpha – 1 Year
11.33%
7.01%
Alpha – 3 Years
11.15%
2.30%
Information Ratio – 3 Years
0.72
0.23
Volatility – 1 Year
25.50%
16.50%
Volatility – 3 Years
24.35%
16.10%
Beta – 1 Year
1.34
0.93
Beta – 3 Years
1.27
0.99
Sharpe Ratio – 1 Year
0.50
0.15
Sharpe Ratio – 3 Years
0.77
0.41
Worst Rolling Year
23.24%
11.25%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−25.33%
−21.42%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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% / – / –
3% / 2% / 1%