Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Unifi APJ 20*
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%
3.07%
6 Months
21.77%
13.63%
1 Year
16.05%
10.76%
3 Years
23.24%
13.00%
5 Years
—
13.13%
Since Inception
24.82%
20.07%
Fund Age
3 yrs 1 mo
10 yrs 11 mo
AUM
₹415.03 Cr
₹942.94 Cr
Alpha – 1 Year
11.33%
6.04%
Alpha – 3 Years
11.15%
0.91%
Information Ratio – 3 Years
0.72
0.27
Volatility – 1 Year
25.50%
18.61%
Volatility – 3 Years
24.35%
17.55%
Beta – 1 Year
1.34
1.02
Beta – 3 Years
1.27
1.01
Sharpe Ratio – 1 Year
0.50
0.35
Sharpe Ratio – 3 Years
0.77
0.49
Worst Rolling Year
23.24%
-10.32%
Value at Worst Rolling Year
₹1.23 Cr
₹0.90 Cr
Deepest Drawdown
−25.33%
−17.59%
Recovery Period
104 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
24.73%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 15% · M 3% · S 82%
Number of Stocks
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—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / – / –
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