Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Aditya Birla Sun Life (ABSL) - SSP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
12.27%
6 Months
10.53%
−1.13%
1 Year
15.92%
6.59%
3 Years
22.93%
20.44%
5 Years
18.33%
16.17%
Since Inception
17.15%
13.07%
Fund Age
16 yrs 10 mo
15 yrs 3 mo
AUM
₹767.31 Cr
—
Alpha – 1 Year
11.20%
6.87%
Alpha – 3 Years
10.84%
9.23%
Information Ratio – 3 Years
1.21
1.61
Volatility – 1 Year
20.11%
20.58%
Volatility – 3 Years
18.00%
16.59%
Beta – 1 Year
1.06
1.21
Beta – 3 Years
1.03
1.13
Sharpe Ratio – 1 Year
0.57
0.15
Sharpe Ratio – 3 Years
0.95
0.90
Worst Rolling Year
-14.86%
13.98%
Value at Worst Rolling Year
₹0.85 Cr
₹1.14 Cr
Deepest Drawdown
−20.27%
−16.19%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
19.62%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 73% · M 20% · S 7%
Number of Stocks
41
23
Portfolio P/E
36.67
35.58
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%