Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.40%
1.21%
6 Months
21.77%
−0.18%
1 Year
16.05%
13.93%
3 Years
23.24%
17.19%
5 Years
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—
Since Inception
24.82%
19.70%
Fund Age
3 yrs 1 mo
3 yrs 5 mo
AUM
₹415.03 Cr
₹1.75 Cr
Alpha – 1 Year
11.33%
9.34%
Alpha – 3 Years
11.15%
7.74%
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
11.62%
Volatility – 3 Years
24.35%
9.82%
Beta – 1 Year
1.34
0.83
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
0.73
Sharpe Ratio – 3 Years
0.77
1.14
Worst Rolling Year
23.24%
16.78%
Value at Worst Rolling Year
₹1.23 Cr
₹1.17 Cr
Deepest Drawdown
−25.33%
−9.12%
Recovery Period
104 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
19.03%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
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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%
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Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%