Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Abakkus - Emerging Opportunities
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
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%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
12.27%
6 Months
10.82%
−1.13%
1 Year
8.67%
6.59%
3 Years
13.08%
20.44%
5 Years
15.51%
16.17%
Since Inception
26.40%
13.07%
Fund Age
6 yrs
15 yrs 3 mo
AUM
₹5,996.39 Cr
—
Alpha – 1 Year
3.95%
6.87%
Alpha – 3 Years
0.99%
9.23%
Information Ratio – 3 Years
0.24
1.61
Volatility – 1 Year
22.00%
20.58%
Volatility – 3 Years
18.61%
16.59%
Beta – 1 Year
1.19
1.21
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.24
0.15
Sharpe Ratio – 3 Years
0.55
0.90
Worst Rolling Year
12.98%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−22.98%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
25.07
35.58
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%