Strategy performance
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Svan Investment Managers LLP · AUM ₹438 Cr · as of Aug 2026
Our read
₹100 grew to ₹198.1 since inception (+24.1% CAGR), with a max drawdown of −22.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+23.2%
Since inception
+24.1%
Max drawdown
−22.2%
Volatility
+23.8%
Peer position
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Performance
SVAN INVESTMENT MANAGERS LLP - VELOCITY₹198.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.6% | +0.9% | −11.6% | +17.4% | +2.5% | +7.5% | +3.1% | +3.4% | +14.8% | ||||
| 2025 | −5.7% | −14.4% | +7.9% | −1.4% | +12.8% | +1.6% | −0.4% | −5.0% | +3.0% | +5.0% | −4.1% | −2.6% | −5.8% |
| 2024 | +8.4% | −1.7% | −3.3% | +11.4% | −4.7% | +16.3% | +7.2% | +8.4% | −0.6% | −3.4% | +3.2% | +1.6% | +48.8% |
| 2023 | 0.0% | +5.8% | +0.1% | +2.4% | +9.4% | +3.8% | +23.1% |
Metrics
Tearsheet- 1M return
- +3.4%
- 3M return
- +14.6%
- 6M return
- +21.8%
- 1Y return
- +16.0%
- 2Y CAGR
- +4.3%
- 3Y CAGR
- +23.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +24.1%
- Total return
- +98.1%
- Average month
- +2.0%
- Median month
- +2.0%
- Average up month
- +6.2%
- Best month
- +17.4%
- Best rolling 12M
- +72.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
SVAN INVESTMENT MANAGERS LLP - VELOCITY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SVAN INVESTMENT MANAGERS LLP - VELOCITY performed?
- SVAN INVESTMENT MANAGERS LLP - VELOCITY (Svan Investment Managers LLP) shows CAGR 24.10% and max drawdown -22.17% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is SVAN INVESTMENT MANAGERS LLP - VELOCITY CAGR / max drawdown?
- CAGR is 24.10%; max drawdown is -22.17%. We only publish CAGR when there are enough months (≥12 on this track of 38 months). Learn more
- Where do SVAN INVESTMENT MANAGERS LLP - VELOCITY returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite SVAN INVESTMENT MANAGERS LLP - VELOCITY?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more