Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alpha Alternatives - Systematic Equity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
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 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
12.27%
6 Months
3.88%
−1.13%
1 Year
−7.98%
6.59%
3 Years
11.06%
20.44%
5 Years
10.06%
16.17%
Since Inception
11.56%
13.07%
Fund Age
5 yrs 3 mo
15 yrs 3 mo
AUM
₹106.37 Cr
—
Alpha – 1 Year
−10.96%
6.87%
Alpha – 3 Years
−0.82%
9.23%
Information Ratio – 3 Years
0.00
1.61
Volatility – 1 Year
16.00%
20.58%
Volatility – 3 Years
17.59%
16.59%
Beta – 1 Year
0.79
1.21
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.78
0.15
Sharpe Ratio – 3 Years
0.42
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
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 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%