Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
BIN73 SUNRISEALPHA
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
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
3.30%
12.27%
6 Months
28.07%
−1.13%
1 Year
19.77%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
18.55%
13.07%
Fund Age
1 yr 9 mo
15 yrs 3 mo
AUM
₹46.14 Cr
—
Alpha – 1 Year
15.05%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
36.76%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.78
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.52
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.11%
−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
S 98%
L 73% · M 20% · S 7%
Number of Stocks
15
23
Portfolio P/E
22.07
35.58
Top 5 Holdings
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
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 · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
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)
1.5% / 0% / 0%
1.5% / 1% / 0.5%