Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Motilal Oswal - Value Migration
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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%
Volatility • 3 yrs deviation
1 Month
0.78%
12.27%
6 Months
11.75%
−1.13%
1 Year
−2.37%
6.59%
3 Years
17.81%
20.44%
5 Years
14.66%
16.17%
Since Inception
18.91%
13.07%
Fund Age
23 yrs 5 mo
15 yrs 3 mo
AUM
₹3,220.2 Cr
—
Alpha – 1 Year
−5.35%
6.87%
Alpha – 3 Years
5.93%
9.23%
Information Ratio – 3 Years
0.54
1.61
Volatility – 1 Year
21.49%
20.58%
Volatility – 3 Years
20.84%
16.59%
Beta – 1 Year
1.07
1.21
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
-0.27
0.15
Sharpe Ratio – 3 Years
0.64
0.90
Worst Rolling Year
-7.44%
13.98%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−27.33%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 73% · M 20% · S 7%
Number of Stocks
27
23
Portfolio P/E
57.85
35.58
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 1% / 0.5%