Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Abans Investment - Smart Beta Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
12.27%
6 Months
7.57%
−1.13%
1 Year
24.83%
6.59%
3 Years
11.31%
20.44%
5 Years
11.03%
16.17%
Since Inception
14.72%
13.07%
Fund Age
7 yrs 4 mo
15 yrs 3 mo
AUM
₹2.98 Cr
—
Alpha – 1 Year
20.11%
6.87%
Alpha – 3 Years
−0.77%
9.23%
Information Ratio – 3 Years
-0.21
1.61
Volatility – 1 Year
23.09%
20.58%
Volatility – 3 Years
22.29%
16.59%
Beta – 1 Year
1.17
1.21
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.85
0.15
Sharpe Ratio – 3 Years
0.40
0.90
Worst Rolling Year
5.08%
13.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−34.65%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 73% · M 20% · S 7%
Number of Stocks
10
23
Portfolio P/E
24.78
35.58
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
1.5% / 1% / 0.5%