PMS · Equity · Mid & Small Cap
SVAN Velocity
Fund size₹415 Cr
Alpha (3Y)9.35%
3Y return23.24%
Fund age3 yrs 1 mo
Fund Manager
Growth of₹Cr
SVAN Velocity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SVAN Velocity | 14.60% | 16.05% | 4.31% | 23.24% | — | 24.82% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 11.78% |
| Excess over benchmark | 15.62% | 11.33% | 4.42% | 11.15% | — | 13.04% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
24.35%
Benchmark approx 14.73%
A standard deviation reflecting historical swings.
Sensitivity
1.27
Beta vs benchmark 1.00 · 27% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.77
Sharpe
Excess return gained per unit of volatility.
Capture ratio
140 / 96
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.33% from its 16 Dec 2024 peak to a 31 Mar 2026 trough, and recovered on 13 Jul 2026 after 104 days.
Max drawdowns
−25.33%
Recovery period
104 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Dec 2024 | 31 Mar 2026 | −25.33% | 470 days | 13 Jul 2026 | 104 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak16 Dec 2024
Trough31 Mar 2026
Depth−25.33%
Fell over470 days
Recovered13 Jul 2026
Recovery took104 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap
Mid cap2.17%
Small cap94.84%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
HybridPlan A · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
PerformancePlan B · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year. Lock-in: Nil.
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