Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Wave-Bloom
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%
−0.67%
6 Months
21.77%
−7.55%
1 Year
16.05%
0.34%
3 Years
23.24%
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5 Years
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Since Inception
24.82%
12.70%
Fund Age
3 yrs 1 mo
2 yrs 3 mo
AUM
₹415.03 Cr
₹7.52 Cr
Alpha – 1 Year
11.33%
−2.64%
Alpha – 3 Years
11.15%
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Information Ratio – 3 Years
0.72
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Volatility – 1 Year
25.50%
8.98%
Volatility – 3 Years
24.35%
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Beta – 1 Year
1.34
0.39
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
-0.50
Sharpe Ratio – 3 Years
0.77
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Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−10.25%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
20% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
3% / – / –
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