Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
21.77%
6.39%
1 Year
16.05%
0.37%
3 Years
23.24%
11.18%
5 Years
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—
Since Inception
24.82%
4.21%
Fund Age
3 yrs 1 mo
4 yrs 6 mo
AUM
₹415.03 Cr
₹59.82 Cr
Alpha – 1 Year
11.33%
−2.61%
Alpha – 3 Years
11.15%
−0.71%
Information Ratio – 3 Years
0.72
0.13
Volatility – 1 Year
25.50%
22.91%
Volatility – 3 Years
24.35%
17.96%
Beta – 1 Year
1.34
1.09
Beta – 3 Years
1.27
1.01
Sharpe Ratio – 1 Year
0.50
-0.11
Sharpe Ratio – 3 Years
0.77
0.38
Worst Rolling Year
23.24%
3.87%
Value at Worst Rolling Year
₹1.23 Cr
₹1.04 Cr
Deepest Drawdown
−25.33%
−25.26%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 2% · S 95%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%