Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
KEDIA - Multi Cap
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
12.27%
6 Months
7.97%
−1.13%
1 Year
6.21%
6.59%
3 Years
12.78%
20.44%
5 Years
14.19%
16.17%
Since Inception
16.41%
13.07%
Fund Age
7 yrs 3 mo
15 yrs 3 mo
AUM
₹115.97 Cr
—
Alpha – 1 Year
1.49%
6.87%
Alpha – 3 Years
0.69%
9.23%
Information Ratio – 3 Years
0.20
1.61
Volatility – 1 Year
15.75%
20.58%
Volatility – 3 Years
15.69%
16.59%
Beta – 1 Year
0.82
1.21
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.12
0.15
Sharpe Ratio – 3 Years
0.51
0.90
Worst Rolling Year
11.84%
13.98%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−23.37%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
35
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
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%