Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
21.77%
23.02%
1 Year
16.05%
—
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
13.86%
Fund Age
3 yrs 1 mo
10 mo
AUM
₹415.03 Cr
₹13.6 Cr
Alpha – 1 Year
11.33%
—
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
—
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
—
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
—
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
104 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 2% · S 95%
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%