Know Your PMS · Monthly tearsheet
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202638 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
24.10%
Total return
98.11%
Max drawdown
-22.17%
Sharpe
1.03
Sortino
1.14
Calmar
1.09
Win months
60.53%
Best / worst month
17.4% / -14.4%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -6.60% | 0.95% | -11.63% | 17.36% | 2.47% | 7.52% | 3.06% | 3.40% | – | – | – | – | 14.81% |
2025 | -5.67% | -14.40% | 7.87% | -1.35% | 12.82% | 1.64% | -0.43% | -5.04% | 3.04% | 5.02% | -4.09% | -2.61% | -5.83% |
2024 | 8.41% | -1.70% | -3.25% | 11.39% | -4.69% | 16.27% | 7.17% | 8.39% | -0.62% | -3.41% | 3.19% | 1.62% | 48.81% |
2023 | – | – | – | – | – | – | 0.00% | 5.82% | 0.14% | 2.38% | 9.39% | 3.76% | 23.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 22.17% | 7 mo |
| Jan_2025 | Feb_2025 | Oct_2025 | 19.25% | 9 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.89% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.69% | 1 mo |
| Sep_2024 | Oct_2024 | Dec_2024 | 4.01% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
23.50%
Downside deviation
21.05%