Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Unifi BCAD
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%
2.20%
6 Months
21.77%
6.88%
1 Year
16.05%
5.29%
3 Years
23.24%
8.34%
5 Years
—
9.52%
Since Inception
24.82%
13.35%
Fund Age
3 yrs 1 mo
8 yrs 3 mo
AUM
₹415.03 Cr
₹237.35 Cr
Alpha – 1 Year
11.33%
0.57%
Alpha – 3 Years
11.15%
−3.75%
Information Ratio – 3 Years
0.72
-0.44
Volatility – 1 Year
25.50%
19.09%
Volatility – 3 Years
24.35%
16.74%
Beta – 1 Year
1.34
1.07
Beta – 3 Years
1.27
1.01
Sharpe Ratio – 1 Year
0.50
0.09
Sharpe Ratio – 3 Years
0.77
0.25
Worst Rolling Year
23.24%
7.37%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−20.73%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%