Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Counter Cyclical - Diversified Long Term Value
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
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 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.89%
12.27%
6 Months
26.09%
−1.13%
1 Year
14.74%
6.59%
3 Years
18.63%
20.44%
5 Years
29.18%
16.17%
Since Inception
45.31%
13.07%
Fund Age
7 yrs 1 mo
15 yrs 3 mo
AUM
₹1,025.6 Cr
—
Alpha – 1 Year
10.02%
6.87%
Alpha – 3 Years
6.54%
9.23%
Information Ratio – 3 Years
0.41
1.61
Volatility – 1 Year
29.04%
20.58%
Volatility – 3 Years
23.98%
16.59%
Beta – 1 Year
1.50
1.21
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
0.42
0.15
Sharpe Ratio – 3 Years
0.61
0.90
Worst Rolling Year
17.65%
13.98%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−31.35%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 73% · M 20% · S 7%
Number of Stocks
182
23
Portfolio P/E
16.18
35.58
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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 · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%