Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alchemy Select Stock
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
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
7.30%
12.27%
6 Months
20.36%
−1.13%
1 Year
18.14%
6.59%
3 Years
21.64%
20.44%
5 Years
16.27%
16.17%
Since Inception
19.97%
13.07%
Fund Age
17 yrs 8 mo
15 yrs 3 mo
AUM
₹5,014.26 Cr
—
Alpha – 1 Year
13.42%
6.87%
Alpha – 3 Years
9.55%
9.23%
Information Ratio – 3 Years
0.97
1.61
Volatility – 1 Year
21.97%
20.58%
Volatility – 3 Years
19.06%
16.59%
Beta – 1 Year
1.13
1.21
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.85
0.90
Worst Rolling Year
-6.02%
13.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−24.55%
−16.19%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 73% · M 20% · S 7%
Number of Stocks
97
23
Portfolio P/E
63.07
35.58
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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 · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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)
1% / 0% / 0%
1.5% / 1% / 0.5%