Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Vallum India Discovery
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%
8.27%
6 Months
21.77%
25.28%
1 Year
16.05%
14.17%
3 Years
23.24%
11.84%
5 Years
—
13.19%
Since Inception
24.82%
20.72%
Fund Age
3 yrs 1 mo
5 yrs 11 mo
AUM
₹415.03 Cr
₹1,246.45 Cr
Alpha – 1 Year
11.33%
9.45%
Alpha – 3 Years
11.15%
−0.25%
Information Ratio – 3 Years
0.72
0.04
Volatility – 1 Year
25.50%
23.38%
Volatility – 3 Years
24.35%
20.74%
Beta – 1 Year
1.34
1.12
Beta – 3 Years
1.27
1.17
Sharpe Ratio – 1 Year
0.50
0.45
Sharpe Ratio – 3 Years
0.77
0.42
Worst Rolling Year
23.24%
8.63%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−32.42%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
19.18%
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%
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
20% of profit, above 10%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / – / –
1% / 0.5% / 0%