Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
12.27%
6 Months
3.13%
−1.13%
1 Year
3.79%
6.59%
3 Years
10.28%
20.44%
5 Years
10.26%
16.17%
Since Inception
14.16%
13.07%
Fund Age
8 yrs 2 mo
15 yrs 3 mo
AUM
₹1,116.87 Cr
—
Alpha – 1 Year
−0.93%
6.87%
Alpha – 3 Years
−1.81%
9.23%
Information Ratio – 3 Years
-0.53
1.61
Volatility – 1 Year
16.47%
20.58%
Volatility – 3 Years
15.93%
16.59%
Beta – 1 Year
0.94
1.21
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.36
0.90
Worst Rolling Year
9.53%
13.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−22.48%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 73% · M 20% · S 7%
Number of Stocks
40
23
Portfolio P/E
27.63
35.58
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%