Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
21.77%
8.56%
1 Year
16.05%
5.56%
3 Years
23.24%
8.84%
5 Years
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Since Inception
24.82%
10.12%
Fund Age
3 yrs 1 mo
3 yrs 2 mo
AUM
₹415.03 Cr
₹45.94 Cr
Alpha – 1 Year
11.33%
5.91%
Alpha – 3 Years
11.15%
−0.16%
Information Ratio – 3 Years
0.72
0.15
Volatility – 1 Year
25.50%
23.84%
Volatility – 3 Years
24.35%
20.02%
Beta – 1 Year
1.34
1.25
Beta – 3 Years
1.27
1.03
Sharpe Ratio – 1 Year
0.50
0.12
Sharpe Ratio – 3 Years
0.77
0.26
Worst Rolling Year
23.24%
7.39%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−26.84%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
9.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
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Number of Stocks
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14
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%
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Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
3% / 2% / 1%