Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Ambit Investment Advisors - Coffee Can
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
12.27%
6 Months
0.22%
−1.13%
1 Year
−0.22%
6.59%
3 Years
10.30%
20.44%
5 Years
7.32%
16.17%
Since Inception
13.09%
13.07%
Fund Age
9 yrs 5 mo
15 yrs 3 mo
AUM
₹1,137.66 Cr
—
Alpha – 1 Year
0.13%
6.87%
Alpha – 3 Years
1.30%
9.23%
Information Ratio – 3 Years
0.24
1.61
Volatility – 1 Year
15.66%
20.58%
Volatility – 3 Years
13.99%
16.59%
Beta – 1 Year
0.91
1.21
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
-0.28
0.15
Sharpe Ratio – 3 Years
0.40
0.90
Worst Rolling Year
-24.48%
13.98%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−68.16%
−16.19%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 73% · M 20% · S 7%
Number of Stocks
25
23
Portfolio P/E
36.65
35.58
Top 5 Holdings
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
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 · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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)
1% / 0% / 0%
1.5% / 1% / 0.5%