Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Karvy Capital - Excel
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
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 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
12.27%
6 Months
5.22%
−1.13%
1 Year
8.94%
6.59%
3 Years
10.33%
20.44%
5 Years
10.77%
16.17%
Since Inception
10.49%
13.07%
Fund Age
9 yrs 9 mo
15 yrs 3 mo
AUM
₹67.62 Cr
—
Alpha – 1 Year
−0.44%
6.87%
Alpha – 3 Years
0.76%
9.23%
Information Ratio – 3 Years
0.44
1.61
Volatility – 1 Year
2.31%
20.58%
Volatility – 3 Years
1.38%
16.59%
Beta – 1 Year
0.41
1.21
Beta – 3 Years
0.46
1.13
Sharpe Ratio – 1 Year
1.46
0.15
Sharpe Ratio – 3 Years
3.36
0.90
Worst Rolling Year
9.87%
13.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
17
23
Portfolio P/E
—
35.58
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%