Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
ValPro Alpha A
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%
0.73%
6 Months
21.77%
20.81%
1 Year
16.05%
18.30%
3 Years
23.24%
17.96%
5 Years
—
12.95%
Since Inception
24.82%
15.75%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹415.03 Cr
₹193.44 Cr
Alpha – 1 Year
11.33%
19.72%
Alpha – 3 Years
11.15%
10.22%
Information Ratio – 3 Years
0.72
1.02
Volatility – 1 Year
25.50%
26.31%
Volatility – 3 Years
24.35%
19.93%
Beta – 1 Year
1.34
1.42
Beta – 3 Years
1.27
1.19
Sharpe Ratio – 1 Year
0.50
0.55
Sharpe Ratio – 3 Years
0.77
0.67
Worst Rolling Year
23.24%
8.87%
Value at Worst Rolling Year
₹1.23 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−19.69%
Recovery Period
104 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 31% · M 8% · S 35%
Number of Stocks
—
112
Portfolio P/E
—
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
—
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / – / –
3% / 2% / 1%