Portfolio Management Services (PMS)Compare Schemes
Dezerv Alpha Focus Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Dezerv Alpha Focus Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Dezerv Alpha Focus Strategy
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
3.60%
12.27%
6 Months
14.05%
−1.13%
1 Year
15.60%
6.59%
3 Years
19.68%
20.44%
5 Years
—
16.17%
Since Inception
23.29%
13.07%
Fund Age
3 yrs 4 mo
15 yrs 3 mo
AUM
₹1,227.61 Cr
—
Alpha – 1 Year
10.88%
6.87%
Alpha – 3 Years
7.59%
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
—
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
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 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
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 · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%