Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
AlfAccurate Advisors - AAA shariah
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
12.27%
6 Months
19.63%
−1.13%
1 Year
10.64%
6.59%
3 Years
12.35%
20.44%
5 Years
10.14%
16.17%
Since Inception
15.37%
13.07%
Fund Age
7 yrs 4 mo
15 yrs 3 mo
AUM
₹270.22 Cr
—
Alpha – 1 Year
5.92%
6.87%
Alpha – 3 Years
0.26%
9.23%
Information Ratio – 3 Years
0.03
1.61
Volatility – 1 Year
18.45%
20.58%
Volatility – 3 Years
15.68%
16.59%
Beta – 1 Year
0.92
1.21
Beta – 3 Years
0.90
1.13
Sharpe Ratio – 1 Year
0.35
0.15
Sharpe Ratio – 3 Years
0.49
0.90
Worst Rolling Year
6.65%
13.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−22.78%
−16.19%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 73% · M 20% · S 7%
Number of Stocks
44
23
Portfolio P/E
41.34
35.58
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 1% / 0.5%