Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ASK - FOP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
ASK - FOP
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 · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
12.27%
6 Months
−7.28%
−1.13%
1 Year
1.15%
6.59%
3 Years
9.13%
20.44%
5 Years
7.36%
16.17%
Since Inception
8.07%
13.07%
Fund Age
8 yrs 1 mo
15 yrs 3 mo
AUM
₹172.71 Cr
—
Alpha – 1 Year
1.58%
6.87%
Alpha – 3 Years
0.57%
9.23%
Information Ratio – 3 Years
0.09
1.61
Volatility – 1 Year
24.79%
20.58%
Volatility – 3 Years
18.71%
16.59%
Beta – 1 Year
1.50
1.21
Beta – 3 Years
1.16
1.13
Sharpe Ratio – 1 Year
-0.05
0.15
Sharpe Ratio – 3 Years
0.27
0.90
Worst Rolling Year
0.74%
13.98%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
L 73% · M 20% · S 7%
Number of Stocks
23
23
Portfolio P/E
21.42
35.58
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
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%