Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Accuracap - Alpha 10
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
12.27%
6 Months
5.61%
−1.13%
1 Year
10.19%
6.59%
3 Years
9.70%
20.44%
5 Years
7.80%
16.17%
Since Inception
13.10%
13.07%
Fund Age
14 yrs 11 mo
15 yrs 3 mo
AUM
₹88.88 Cr
—
Alpha – 1 Year
10.54%
6.87%
Alpha – 3 Years
0.70%
9.23%
Information Ratio – 3 Years
0.00
1.61
Volatility – 1 Year
15.04%
20.58%
Volatility – 3 Years
14.30%
16.59%
Beta – 1 Year
0.87
1.21
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
0.37
0.15
Sharpe Ratio – 3 Years
0.35
0.90
Worst Rolling Year
4.17%
13.98%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−20.16%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 73% · M 20% · S 7%
Number of Stocks
37
23
Portfolio P/E
—
35.58
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%