Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Valcreate Lifesciences and Specialty 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%
6.35%
6 Months
21.77%
17.95%
1 Year
16.05%
21.71%
3 Years
23.24%
19.34%
5 Years
—
—
Since Inception
24.82%
19.34%
Fund Age
3 yrs 1 mo
3 yrs 6 mo
AUM
₹415.03 Cr
₹18.73 Cr
Alpha – 1 Year
11.33%
16.99%
Alpha – 3 Years
11.15%
7.25%
Information Ratio – 3 Years
0.72
0.85
Volatility – 1 Year
25.50%
22.22%
Volatility – 3 Years
24.35%
20.72%
Beta – 1 Year
1.34
0.87
Beta – 3 Years
1.27
0.89
Sharpe Ratio – 1 Year
0.50
0.75
Sharpe Ratio – 3 Years
0.77
0.85
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
104 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
—
5-Year Rolling Windows Positive
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%