Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
12.27%
6 Months
−2.22%
−1.13%
1 Year
−4.46%
6.59%
3 Years
4.69%
20.44%
5 Years
4.88%
16.17%
Since Inception
9.48%
13.07%
Fund Age
8 yrs 11 mo
15 yrs 3 mo
AUM
₹242.51 Cr
—
Alpha – 1 Year
−7.44%
6.87%
Alpha – 3 Years
−7.19%
9.23%
Information Ratio – 3 Years
-1.12
1.61
Volatility – 1 Year
16.89%
20.58%
Volatility – 3 Years
18.01%
16.59%
Beta – 1 Year
0.95
1.21
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.51
0.15
Sharpe Ratio – 3 Years
0.04
0.90
Worst Rolling Year
2.18%
13.98%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.10%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 73% · M 20% · S 7%
Number of Stocks
34
23
Portfolio P/E
41.30
35.58
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
1.5% / 1% / 0.5%