Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ASK Life Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
12.27%
6 Months
−7.08%
−1.13%
1 Year
−4.02%
6.59%
3 Years
1.10%
20.44%
5 Years
2.02%
16.17%
Since Inception
13.04%
13.07%
Fund Age
17 yrs 10 mo
15 yrs 3 mo
AUM
₹50.53 Cr
—
Alpha – 1 Year
−3.59%
6.87%
Alpha – 3 Years
−7.46%
9.23%
Information Ratio – 3 Years
-1.28
1.61
Volatility – 1 Year
16.65%
20.58%
Volatility – 3 Years
15.47%
16.59%
Beta – 1 Year
1.04
1.21
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.49
0.15
Sharpe Ratio – 3 Years
-0.20
0.90
Worst Rolling Year
-4.00%
13.98%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−23.28%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 73% · M 20% · S 7%
Number of Stocks
15
23
Portfolio P/E
27.97
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 · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%