Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Abans Growth and Momentum
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
12.27%
6 Months
7.53%
−1.13%
1 Year
10.69%
6.59%
3 Years
9.96%
20.44%
5 Years
10.97%
16.17%
Since Inception
20.53%
13.07%
Fund Age
14 yrs 7 mo
15 yrs 3 mo
AUM
₹132.39 Cr
—
Alpha – 1 Year
5.97%
6.87%
Alpha – 3 Years
−2.13%
9.23%
Information Ratio – 3 Years
-0.28
1.61
Volatility – 1 Year
20.88%
20.58%
Volatility – 3 Years
19.08%
16.59%
Beta – 1 Year
1.15
1.21
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.34
0.15
Sharpe Ratio – 3 Years
0.32
0.90
Worst Rolling Year
-4.87%
13.98%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 73% · M 20% · S 7%
Number of Stocks
23
23
Portfolio P/E
60.38
35.58
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 35.31%
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)
0% / 0% / 0%
1.5% / 1% / 0.5%