Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
AlfAccurate Advisors - AAA Couture
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
12.27%
6 Months
43.59%
−1.13%
1 Year
46.18%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
25.82%
13.07%
Fund Age
2 yrs 11 mo
15 yrs 3 mo
AUM
₹392.78 Cr
—
Alpha – 1 Year
41.46%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
26.76%
20.58%
Volatility – 3 Years
20.33%
16.59%
Beta – 1 Year
1.20
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.36
0.15
Sharpe Ratio – 3 Years
1.02
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.83%
−16.19%
Recovery Period
254 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 21% · S 59%
L 73% · M 20% · S 7%
Number of Stocks
21
23
Portfolio P/E
44.70
35.58
Top 5 Holdings
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
1.5% / 1% / 0.5%