Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Maximal Income Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
12.27%
6 Months
7.09%
−1.13%
1 Year
17.57%
6.59%
3 Years
20.39%
20.44%
5 Years
—
16.17%
Since Inception
19.75%
13.07%
Fund Age
4 yrs 2 mo
15 yrs 3 mo
AUM
₹49.8 Cr
—
Alpha – 1 Year
16.32%
6.87%
Alpha – 3 Years
14.92%
9.23%
Information Ratio – 3 Years
1.66
1.61
Volatility – 1 Year
7.36%
20.58%
Volatility – 3 Years
8.69%
16.59%
Beta – 1 Year
1.50
1.21
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
1.55
0.15
Sharpe Ratio – 3 Years
1.63
0.90
Worst Rolling Year
18.51%
13.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
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
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%