Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.40%
2.21%
6 Months
21.77%
21.04%
1 Year
16.05%
21.34%
3 Years
23.24%
19.08%
5 Years
—
23.67%
Since Inception
24.82%
—
Fund Age
3 yrs 1 mo
6 yrs 4 mo
AUM
₹415.03 Cr
₹364.08 Cr
Alpha – 1 Year
11.33%
21.69%
Alpha – 3 Years
11.15%
10.08%
Information Ratio – 3 Years
0.72
0.52
Volatility – 1 Year
25.50%
32.28%
Volatility – 3 Years
24.35%
28.08%
Beta – 1 Year
1.34
1.47
Beta – 3 Years
1.27
1.60
Sharpe Ratio – 1 Year
0.50
0.58
Sharpe Ratio – 3 Years
0.77
0.57
Worst Rolling Year
23.24%
15.61%
Value at Worst Rolling Year
₹1.23 Cr
₹1.16 Cr
Deepest Drawdown
−25.33%
−31.98%
Recovery Period
104 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 90% · M 10%
Number of Stocks
—
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
20% of profit, above 10%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / – / –
3% / 2% / 1%