Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alchemy Alpha 100
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
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%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
12.27%
6 Months
0.51%
−1.13%
1 Year
12.01%
6.59%
3 Years
12.45%
20.44%
5 Years
—
16.17%
Since Inception
12.40%
13.07%
Fund Age
3 yrs
15 yrs 3 mo
AUM
₹22.7 Cr
—
Alpha – 1 Year
12.36%
6.87%
Alpha – 3 Years
3.45%
9.23%
Information Ratio – 3 Years
0.50
1.61
Volatility – 1 Year
19.89%
20.58%
Volatility – 3 Years
17.57%
16.59%
Beta – 1 Year
1.18
1.21
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.40
0.15
Sharpe Ratio – 3 Years
0.46
0.90
Worst Rolling Year
12.43%
13.98%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.54%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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 · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%