Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
True-Equity Factor Quant
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%
1.09%
6 Months
21.77%
3.47%
1 Year
16.05%
−3.80%
3 Years
23.24%
11.26%
5 Years
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Since Inception
24.82%
13.40%
Fund Age
3 yrs 1 mo
3 yrs 11 mo
AUM
₹415.03 Cr
₹143.29 Cr
Alpha – 1 Year
11.33%
−6.78%
Alpha – 3 Years
11.15%
−0.63%
Information Ratio – 3 Years
0.72
-0.10
Volatility – 1 Year
25.50%
15.14%
Volatility – 3 Years
24.35%
16.91%
Beta – 1 Year
1.34
0.83
Beta – 3 Years
1.27
0.99
Sharpe Ratio – 1 Year
0.50
-0.54
Sharpe Ratio – 3 Years
0.77
0.40
Worst Rolling Year
23.24%
11.18%
Value at Worst Rolling Year
₹1.23 Cr
₹1.11 Cr
Deepest Drawdown
−25.33%
−27.14%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%