Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
MASK Prime Picks
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
12.27%
6 Months
3.03%
−1.13%
1 Year
3.99%
6.59%
3 Years
8.85%
20.44%
5 Years
8.35%
16.17%
Since Inception
10.50%
13.07%
Fund Age
8 yrs 2 mo
15 yrs 3 mo
AUM
₹274.26 Cr
—
Alpha – 1 Year
−0.73%
6.87%
Alpha – 3 Years
−3.23%
9.23%
Information Ratio – 3 Years
-0.72
1.61
Volatility – 1 Year
15.72%
20.58%
Volatility – 3 Years
15.15%
16.59%
Beta – 1 Year
0.89
1.21
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.08
0.15
Sharpe Ratio – 3 Years
0.27
0.90
Worst Rolling Year
7.13%
13.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−20.31%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 73% · M 20% · S 7%
Number of Stocks
40
23
Portfolio P/E
30.14
35.58
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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 · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%