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Velocity
Velocity

Velocity

  • SVAN Investment Managers LLP
  • Small AND Mid Cap
  • 7
    Out of 46*
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PMS Bazaar
Portfolio age2 years
1.57%
3.68%
Hurdle Rate**10% or 0%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sachin Kasera
  • Manager Rank Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM223.62
  • Highest Return In 1 Yr15.12%
Profile

With over two decades of established investment management experience, Sachin Kasera is the founder of Svan Investment Managers LLP. He specialises in cherry-picking multi-baggers. Being brought up in a family where equities and market discussions were part of daily routine, he was fascinated with markets since childhood. With time, his interest and understanding of equity markets kept growing, resulting in his passion transforming into the profession. He believes that continuous learning, diving deep into data, and sharpening research and skills are pivotal to succeed in any market.

Other Schemes
  • table
  • Grid
Compare
Velocity
AUM (₹ Cr)
₹223.62 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 54
Fixed Fee
No Option
Scheme Return
1.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
223.62
(As on Jun, 2025)
Inception Date
Jul 19, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
10% or 0%
Profit Sharing
20% Profit sharing above 10% hurdle or 20% Profit sharing on All profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

The fund's goal is to achieve superior risk adjusted returns on the capital invested over time, regardless of economic and market conditions. It is designed to leverage a growth-oriented, diversified portfolio of equity and related securities in India, as well as other approved listed and unlisted instruments, in accordance with applicable regulations to optimize capital compounding.

Investment Approach

The fund's goal is to achieve superior risk adjusted returns on the capital invested over time, regardless of economic and market conditions. It is designed to leverage a growth-oriented, diversified portfolio of equity and related securities in India, as well as other approved listed and unlisted instruments, in accordance with applicable regulations to optimize capital compounding.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Velocity
AUM (₹ Cr)
₹223.62 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
50 Out of 54
Fixed Fee
No Option
Scheme Return
1.57%
Benchmark Return
3.68%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 54
Fixed Fee
2.50%
Scheme Return
9.45%
Benchmark Return
3.37%
QED Capital - Alphabets
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 54
Fixed Fee
1.00%
Scheme Return
6.1%
Benchmark Return
3.68%
Sowilo - Target Return Investment Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 54
Fixed Fee
2.50%
Scheme Return
5.99%
Benchmark Return
3.68%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹463.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 54
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
3.68%
Kosh Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 54
Fixed Fee
No Option
Scheme Return
5.86%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

SVAN Investment Managers LLP
SVAN Investment Managers LLP manages assets worth Rs 1331.80 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

1,331.80 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Velocity
AUM (₹ Cr)
₹223.62 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 54
Fixed Fee
No Option
Scheme Return
1.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Velocity?
The hurdle rate of Velocity is 10% or 0%.
What is the fixed fee charged in Velocity ?
The fixed fee charged in Velocity is No Option.
What is the variable fee charged in Velocity ?
The variable fee charged in Velocity is 1.50%.
What is the profit sharing in Velocity ?
The profit sharing in Velocity is 20% Profit sharing above 10% hurdle or 20% Profit sharing on All profits.
What is the minimum investment in Velocity ?
The minimum investment in Velocity is ₹50 Lacs
What type of scheme is Velocity?
Velocity is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Velocity?
The inception date of Velocity is Jul 19, 2023.
What is the exit load of Velocity?
Exit load is 0%

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