Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Composite India - Emerging Star Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
12.27%
6 Months
25.00%
−1.13%
1 Year
17.14%
6.59%
3 Years
16.20%
20.44%
5 Years
15.34%
16.17%
Since Inception
19.60%
13.07%
Fund Age
7 yrs 3 mo
15 yrs 3 mo
AUM
₹127.23 Cr
—
Alpha – 1 Year
12.42%
6.87%
Alpha – 3 Years
4.43%
9.23%
Information Ratio – 3 Years
0.38
1.61
Volatility – 1 Year
23.12%
20.58%
Volatility – 3 Years
20.20%
16.59%
Beta – 1 Year
1.18
1.21
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.56
0.15
Sharpe Ratio – 3 Years
0.61
0.90
Worst Rolling Year
13.55%
13.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−26.74%
−16.19%
Recovery Period
143 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 73% · M 20% · S 7%
Number of Stocks
101
23
Portfolio P/E
52.20
35.58
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%