Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Abakkus - All Cap Approach
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
12.27%
6 Months
−0.19%
−1.13%
1 Year
10.10%
6.59%
3 Years
12.11%
20.44%
5 Years
13.02%
16.17%
Since Inception
22.34%
13.07%
Fund Age
5 yrs 10 mo
15 yrs 3 mo
AUM
₹7,768.91 Cr
—
Alpha – 1 Year
5.38%
6.87%
Alpha – 3 Years
0.02%
9.23%
Information Ratio – 3 Years
0.42
1.61
Volatility – 1 Year
16.46%
20.58%
Volatility – 3 Years
14.48%
16.59%
Beta – 1 Year
0.92
1.21
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
0.62
0.90
Worst Rolling Year
10.43%
13.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−20.45%
−16.19%
Recovery Period
240 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 73% · M 20% · S 7%
Number of Stocks
25
23
Portfolio P/E
28.28
35.58
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1.5% / 1% / 0.5%