Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Concept Investwell - Legend Flexi
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
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
0.12%
12.27%
6 Months
0.78%
−1.13%
1 Year
0.49%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
4.91%
13.07%
Fund Age
2 yrs 3 mo
15 yrs 3 mo
AUM
₹1.52 Cr
—
Alpha – 1 Year
−2.49%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
16.48%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.92
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.33
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.58%
−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 64% · M 1% · S 35%
L 73% · M 20% · S 7%
Number of Stocks
28
23
Portfolio P/E
22.45
35.58
Top 5 Holdings
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
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 · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%