Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
21.77%
11.30%
1 Year
16.05%
5.88%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
10.85%
Fund Age
3 yrs 1 mo
2 yrs 5 mo
AUM
₹415.03 Cr
₹45.96 Cr
Alpha – 1 Year
11.33%
−0.98%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
21.88%
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
2.00
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
0.12
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
2% / 1.5% / 1%