Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
ValueQuest - Platinum
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%
2.62%
6 Months
21.77%
20.31%
1 Year
16.05%
5.50%
3 Years
23.24%
14.22%
5 Years
—
16.13%
Since Inception
24.82%
18.70%
Fund Age
3 yrs 1 mo
9 yrs 8 mo
AUM
₹415.03 Cr
₹3,491.64 Cr
Alpha – 1 Year
11.33%
2.52%
Alpha – 3 Years
11.15%
2.33%
Information Ratio – 3 Years
0.72
0.19
Volatility – 1 Year
25.50%
25.24%
Volatility – 3 Years
24.35%
21.26%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.27
1.17
Sharpe Ratio – 1 Year
0.50
0.11
Sharpe Ratio – 3 Years
0.77
0.48
Worst Rolling Year
23.24%
-9.34%
Value at Worst Rolling Year
₹1.23 Cr
₹0.91 Cr
Deepest Drawdown
−25.33%
−6.25%
Recovery Period
104 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
24.73%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
1% / 1% / 1%