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AlphaGrep Multi Factor Quant vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
AlphaGrep Multi Factor Quant
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
12.27%
6 Months
−2.30%
−1.13%
1 Year
1.68%
6.59%
3 Years
13.91%
20.44%
5 Years
—
16.17%
Since Inception
14.05%
13.07%
Fund Age
3 yrs 10 mo
15 yrs 3 mo
AUM
₹53.78 Cr
—
Alpha – 1 Year
−3.04%
6.87%
Alpha – 3 Years
1.82%
9.23%
Information Ratio – 3 Years
0.34
1.61
Volatility – 1 Year
15.80%
20.58%
Volatility – 3 Years
15.64%
16.59%
Beta – 1 Year
0.86
1.21
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.15
0.15
Sharpe Ratio – 3 Years
0.71
0.90
Worst Rolling Year
15.78%
13.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.40%
−16.19%
Recovery Period
275 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
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
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%