Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.40%
0.30%
6 Months
21.77%
26.99%
1 Year
16.05%
26.29%
3 Years
23.24%
27.01%
5 Years
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Since Inception
24.82%
35.84%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹415.03 Cr
₹521.91 Cr
Alpha – 1 Year
11.33%
28.33%
Alpha – 3 Years
11.15%
20.36%
Information Ratio – 3 Years
0.72
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Volatility – 1 Year
25.50%
31.27%
Volatility – 3 Years
24.35%
25.96%
Beta – 1 Year
1.34
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Beta – 3 Years
1.27
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Sharpe Ratio – 1 Year
0.50
0.72
Sharpe Ratio – 3 Years
0.77
0.85
Worst Rolling Year
23.24%
27.02%
Value at Worst Rolling Year
₹1.23 Cr
₹1.27 Cr
Deepest Drawdown
−25.33%
−26.38%
Recovery Period
104 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
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Number of Stocks
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49
Portfolio P/E
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21.17
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%
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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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