Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Aditya Birla Sun Life (ABSL) - Innovation
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
12.27%
6 Months
2.99%
−1.13%
1 Year
−3.69%
6.59%
3 Years
10.02%
20.44%
5 Years
11.07%
16.17%
Since Inception
15.34%
13.07%
Fund Age
8 yrs 4 mo
15 yrs 3 mo
AUM
₹143.52 Cr
—
Alpha – 1 Year
−8.41%
6.87%
Alpha – 3 Years
−2.07%
9.23%
Information Ratio – 3 Years
-0.34
1.61
Volatility – 1 Year
19.13%
20.58%
Volatility – 3 Years
16.08%
16.59%
Beta – 1 Year
1.05
1.21
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
-0.38
0.15
Sharpe Ratio – 3 Years
0.35
0.90
Worst Rolling Year
10.02%
13.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−22.11%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
35.28
35.58
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%