Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
BB Micro To Mega
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
12.27%
6 Months
10.26%
−1.13%
1 Year
20.10%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
21.53%
13.07%
Fund Age
18 mo
15 yrs 3 mo
AUM
₹79.16 Cr
—
Alpha – 1 Year
17.12%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
19.38%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.85
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.76
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.77%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 73% · M 20% · S 7%
Number of Stocks
66
23
Portfolio P/E
52.54
35.58
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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 · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%