Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Green Portfolio - The Impact ESG Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG 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 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
12.27%
6 Months
24.60%
−1.13%
1 Year
7.56%
6.59%
3 Years
20.98%
20.44%
5 Years
—
16.17%
Since Inception
24.10%
13.07%
Fund Age
4 yrs 4 mo
15 yrs 3 mo
AUM
₹3.89 Cr
—
Alpha – 1 Year
4.58%
6.87%
Alpha – 3 Years
9.08%
9.23%
Information Ratio – 3 Years
0.07
1.61
Volatility – 1 Year
32.74%
20.58%
Volatility – 3 Years
27.24%
16.59%
Beta – 1 Year
1.49
1.21
Beta – 3 Years
1.30
1.13
Sharpe Ratio – 1 Year
0.20
0.15
Sharpe Ratio – 3 Years
0.49
0.90
Worst Rolling Year
17.91%
13.98%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−34.40%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
27
23
Portfolio P/E
52.77
35.58
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%