Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
21.77%
13.10%
1 Year
16.05%
18.11%
3 Years
23.24%
14.56%
5 Years
—
8.71%
Since Inception
24.82%
13.67%
Fund Age
3 yrs 1 mo
11 yrs 2 mo
AUM
₹415.03 Cr
₹138.06 Cr
Alpha – 1 Year
11.33%
18.46%
Alpha – 3 Years
11.15%
5.57%
Information Ratio – 3 Years
0.72
0.62
Volatility – 1 Year
25.50%
22.83%
Volatility – 3 Years
24.35%
16.72%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.27
1.00
Sharpe Ratio – 1 Year
0.50
0.61
Sharpe Ratio – 3 Years
0.77
0.55
Worst Rolling Year
23.24%
-8.44%
Value at Worst Rolling Year
₹1.23 Cr
₹0.92 Cr
Deepest Drawdown
−25.33%
−17.10%
Recovery Period
104 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
24.73%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%