Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Wallfort-Avenue Fund
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%
3.79%
6 Months
21.77%
18.76%
1 Year
16.05%
31.67%
3 Years
23.24%
24.57%
5 Years
—
—
Since Inception
24.82%
26.31%
Fund Age
3 yrs 1 mo
2 yrs 4 mo
AUM
₹415.03 Cr
₹160.31 Cr
Alpha – 1 Year
11.33%
26.95%
Alpha – 3 Years
11.15%
12.48%
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
17.93%
Volatility – 3 Years
24.35%
20.59%
Beta – 1 Year
1.34
0.80
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
1.34
Sharpe Ratio – 3 Years
0.77
1.78
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−12.22%
Recovery Period
104 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%