Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Vallum Multi Activa Strategy
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%
1.82%
6 Months
21.77%
3.61%
1 Year
16.05%
28.29%
3 Years
23.24%
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5 Years
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Since Inception
24.82%
23.99%
Fund Age
3 yrs 1 mo
19 mo
AUM
₹415.03 Cr
₹14.97 Cr
Alpha – 1 Year
11.33%
20.75%
Alpha – 3 Years
11.15%
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Information Ratio – 3 Years
0.72
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Volatility – 1 Year
25.50%
13.84%
Volatility – 3 Years
24.35%
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Beta – 1 Year
1.34
0.77
Beta – 3 Years
1.27
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Sharpe Ratio – 1 Year
0.50
1.50
Sharpe Ratio – 3 Years
0.77
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Worst Rolling Year
23.24%
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Value at Worst Rolling Year
₹1.23 Cr
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Deepest Drawdown
−25.33%
−7.02%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
24.73%
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
20% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
3% / – / –
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