Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alphaa Better Risk Reward 30 stocks
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
12.27%
6 Months
−5.38%
−1.13%
1 Year
−6.70%
6.59%
3 Years
7.98%
20.44%
5 Years
—
16.17%
Since Inception
7.98%
13.07%
Fund Age
2 yrs 11 mo
15 yrs 3 mo
AUM
₹7.31 Cr
—
Alpha – 1 Year
−6.35%
6.87%
Alpha – 3 Years
−1.02%
9.23%
Information Ratio – 3 Years
-0.08
1.61
Volatility – 1 Year
17.44%
20.58%
Volatility – 3 Years
15.65%
16.59%
Beta – 1 Year
1.08
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.61
0.15
Sharpe Ratio – 3 Years
0.22
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−21.15%
−16.19%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 73% · M 20% · S 7%
Number of Stocks
66
23
Portfolio P/E
27.03
35.58
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1.5% / 1% / 0.5%