Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.40%
9.87%
6 Months
21.77%
46.37%
1 Year
16.05%
29.61%
3 Years
23.24%
24.62%
5 Years
—
—
Since Inception
24.82%
39.89%
Fund Age
3 yrs 1 mo
20 mo
AUM
₹415.03 Cr
₹147.17 Cr
Alpha – 1 Year
11.33%
24.89%
Alpha – 3 Years
11.15%
12.53%
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
25.97%
Volatility – 3 Years
24.35%
29.84%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
0.92
Sharpe Ratio – 3 Years
0.77
1.29
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−21.24%
Recovery Period
104 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 2% · S 95%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%