Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Capgrow - Growth
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
12.27%
6 Months
3.75%
−1.13%
1 Year
−5.76%
6.59%
3 Years
3.98%
20.44%
5 Years
6.05%
16.17%
Since Inception
9.94%
13.07%
Fund Age
7 yrs 9 mo
15 yrs 3 mo
AUM
₹45.09 Cr
—
Alpha – 1 Year
−8.74%
6.87%
Alpha – 3 Years
−7.91%
9.23%
Information Ratio – 3 Years
-1.11
1.61
Volatility – 1 Year
21.69%
20.58%
Volatility – 3 Years
18.00%
16.59%
Beta – 1 Year
1.21
1.21
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.42
0.15
Sharpe Ratio – 3 Years
0.01
0.90
Worst Rolling Year
3.08%
13.98%
Value at Worst Rolling Year
₹1.03 Cr
₹1.14 Cr
Deepest Drawdown
−29.01%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 73% · M 20% · S 7%
Number of Stocks
43
23
Portfolio P/E
—
35.58
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%