Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Anand Rathi Advisors - MNC PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
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 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
12.27%
6 Months
9.28%
−1.13%
1 Year
4.13%
6.59%
3 Years
7.71%
20.44%
5 Years
8.27%
16.17%
Since Inception
11.49%
13.07%
Fund Age
8 yrs 5 mo
15 yrs 3 mo
AUM
₹123.55 Cr
—
Alpha – 1 Year
−0.59%
6.87%
Alpha – 3 Years
−4.38%
9.23%
Information Ratio – 3 Years
-0.33
1.61
Volatility – 1 Year
21.50%
20.58%
Volatility – 3 Years
16.95%
16.59%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.02
0.15
Sharpe Ratio – 3 Years
0.26
0.90
Worst Rolling Year
7.04%
13.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−24.41%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 73% · M 20% · S 7%
Number of Stocks
20
23
Portfolio P/E
49.58
35.58
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / 1% / 0%
1.5% / 1% / 0.5%