Portfolio Management Services (PMS)Compare Schemes
SVAN Velocity vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
SVAN Velocity
Xylem Maverick Strategy
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%
9.42%
6 Months
21.77%
52.78%
1 Year
16.05%
27.27%
3 Years
23.24%
—
5 Years
—
—
Since Inception
24.82%
23.72%
Fund Age
3 yrs 1 mo
19 mo
AUM
₹415.03 Cr
₹71.55 Cr
Alpha – 1 Year
11.33%
22.55%
Alpha – 3 Years
11.15%
—
Information Ratio – 3 Years
0.72
—
Volatility – 1 Year
25.50%
31.93%
Volatility – 3 Years
24.35%
—
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.27
—
Sharpe Ratio – 1 Year
0.50
0.74
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
23.24%
—
Value at Worst Rolling Year
₹1.23 Cr
—
Deepest Drawdown
−25.33%
−27.01%
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%
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / – / –
0% / 0% / 0%