Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Wright Factor Fund
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%
10.96%
6 Months
21.77%
14.84%
1 Year
16.05%
16.93%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
20.33%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹415.03 Cr
₹214.05 Cr
Alpha – 1 Year
11.33%
12.21%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
0.51
Volatility – 1 Year
25.50%
22.29%
Volatility – 3 Years
24.35%
21.03%
Beta – 1 Year
1.34
0.97
Beta – 3 Years
1.27
0.97
Sharpe Ratio – 1 Year
0.50
0.57
Sharpe Ratio – 3 Years
0.77
0.72
Worst Rolling Year
23.24%
18.92%
Value at Worst Rolling Year
₹1.23 Cr
₹1.19 Cr
Deepest Drawdown
−25.33%
−27.91%
Recovery Period
104 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.73%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 2% · S 95%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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—
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%