Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.40%
3.26%
6 Months
21.77%
4.03%
1 Year
16.05%
0.70%
3 Years
23.24%
10.01%
5 Years
—
8.40%
Since Inception
24.82%
14.84%
Fund Age
3 yrs 1 mo
7 yrs 10 mo
AUM
₹415.03 Cr
₹2,937.84 Cr
Alpha – 1 Year
11.33%
−2.28%
Alpha – 3 Years
11.15%
−1.88%
Information Ratio – 3 Years
0.72
-0.37
Volatility – 1 Year
25.50%
17.90%
Volatility – 3 Years
24.35%
14.65%
Beta – 1 Year
1.34
1.00
Beta – 3 Years
1.27
0.93
Sharpe Ratio – 1 Year
0.50
-0.18
Sharpe Ratio – 3 Years
0.77
0.35
Worst Rolling Year
23.24%
7.25%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−18.24%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%