Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Equitree - Emerging Opportunities
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
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 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
12.27%
6 Months
10.86%
−1.13%
1 Year
−4.49%
6.59%
3 Years
22.00%
20.44%
5 Years
21.09%
16.17%
Since Inception
7.35%
13.07%
Fund Age
8 yrs 9 mo
15 yrs 3 mo
AUM
₹1,454.75 Cr
—
Alpha – 1 Year
−7.47%
6.87%
Alpha – 3 Years
10.11%
9.23%
Information Ratio – 3 Years
0.32
1.61
Volatility – 1 Year
31.30%
20.58%
Volatility – 3 Years
27.30%
16.59%
Beta – 1 Year
1.42
1.21
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
-0.18
0.15
Sharpe Ratio – 3 Years
0.66
0.90
Worst Rolling Year
-30.88%
13.98%
Value at Worst Rolling Year
₹0.69 Cr
₹1.14 Cr
Deepest Drawdown
−34.06%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
19.62%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%