Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
21.77%
2.89%
1 Year
16.05%
2.59%
3 Years
23.24%
10.39%
5 Years
—
8.86%
Since Inception
24.82%
11.13%
Fund Age
3 yrs 1 mo
5 yrs 6 mo
AUM
₹415.03 Cr
₹63.54 Cr
Alpha – 1 Year
11.33%
−0.39%
Alpha – 3 Years
11.15%
−1.50%
Information Ratio – 3 Years
0.72
-0.34
Volatility – 1 Year
25.50%
16.68%
Volatility – 3 Years
24.35%
13.79%
Beta – 1 Year
1.34
0.95
Beta – 3 Years
1.27
0.88
Sharpe Ratio – 1 Year
0.50
-0.09
Sharpe Ratio – 3 Years
0.77
0.40
Worst Rolling Year
23.24%
6.98%
Value at Worst Rolling Year
₹1.23 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−15.31%
Recovery Period
104 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 2% · S 95%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%