Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Abakkus Diversified Alpha Approach
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
12.27%
6 Months
10.18%
−1.13%
1 Year
20.91%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
11.43%
13.07%
Fund Age
2 yrs 7 mo
15 yrs 3 mo
AUM
₹1,327.89 Cr
—
Alpha – 1 Year
16.19%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
20.66%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.16
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.77
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.88%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 73% · M 20% · S 7%
Number of Stocks
34
23
Portfolio P/E
25.26
35.58
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing 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 · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
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%