Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Valtrust Momentum
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%
4.78%
6 Months
21.77%
15.08%
1 Year
16.05%
13.63%
3 Years
23.24%
16.91%
5 Years
—
—
Since Inception
24.82%
23.12%
Fund Age
3 yrs 1 mo
3 yrs 7 mo
AUM
₹415.03 Cr
₹78.91 Cr
Alpha – 1 Year
11.33%
8.91%
Alpha – 3 Years
11.15%
4.82%
Information Ratio – 3 Years
0.72
0.40
Volatility – 1 Year
25.50%
20.25%
Volatility – 3 Years
24.35%
21.43%
Beta – 1 Year
1.34
1.06
Beta – 3 Years
1.27
1.18
Sharpe Ratio – 1 Year
0.50
0.47
Sharpe Ratio – 3 Years
0.77
0.59
Worst Rolling Year
23.24%
15.66%
Value at Worst Rolling Year
₹1.23 Cr
₹1.16 Cr
Deepest Drawdown
−25.33%
−29.56%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
L 15% · M 30% · S 55%
Number of Stocks
—
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%