Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
21.77%
1.92%
1 Year
16.05%
0.43%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
6.17%
Fund Age
3 yrs 1 mo
2 yrs 2 mo
AUM
₹415.03 Cr
₹22.98 Cr
Alpha – 1 Year
11.33%
−2.55%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
16.90%
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
0.96
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
-0.22
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−16.17%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.73%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 2% · S 95%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%