Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Axis - Brand Equity PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity 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 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
12.27%
6 Months
10.60%
−1.13%
1 Year
2.51%
6.59%
3 Years
7.68%
20.44%
5 Years
9.38%
16.17%
Since Inception
10.51%
13.07%
Fund Age
9 yrs 6 mo
15 yrs 3 mo
AUM
₹804.15 Cr
—
Alpha – 1 Year
2.94%
6.87%
Alpha – 3 Years
−0.89%
9.23%
Information Ratio – 3 Years
-0.08
1.61
Volatility – 1 Year
21.76%
20.58%
Volatility – 3 Years
17.30%
16.59%
Beta – 1 Year
1.23
1.21
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
0.15
Sharpe Ratio – 3 Years
0.20
0.90
Worst Rolling Year
-3.22%
13.98%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
−26.72%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 73% · M 20% · S 7%
Number of Stocks
42
23
Portfolio P/E
35.23
35.58
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
1.5% / 1% / 0.5%