Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
21.77%
15.01%
1 Year
16.05%
17.96%
3 Years
23.24%
17.24%
5 Years
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Since Inception
24.82%
18.03%
Fund Age
3 yrs 1 mo
3 yrs 4 mo
AUM
₹415.03 Cr
₹146.81 Cr
Alpha – 1 Year
11.33%
14.98%
Alpha – 3 Years
11.15%
5.35%
Information Ratio – 3 Years
0.72
0.78
Volatility – 1 Year
25.50%
19.01%
Volatility – 3 Years
24.35%
16.70%
Beta – 1 Year
1.34
1.02
Beta – 3 Years
1.27
0.99
Sharpe Ratio – 1 Year
0.50
0.68
Sharpe Ratio – 3 Years
0.77
0.72
Worst Rolling Year
23.24%
17.01%
Value at Worst Rolling Year
₹1.23 Cr
₹1.17 Cr
Deepest Drawdown
−25.33%
−19.00%
Recovery Period
104 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
17.57%
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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50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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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% / 0% / 0%