Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
NBC - Seeking Alpha
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
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 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
12.27%
6 Months
12.65%
−1.13%
1 Year
22.80%
6.59%
3 Years
18.05%
20.44%
5 Years
41.98%
16.17%
Since Inception
7.54%
13.07%
Fund Age
9 yrs 2 mo
15 yrs 3 mo
AUM
₹9.17 Cr
—
Alpha – 1 Year
24.84%
6.87%
Alpha – 3 Years
11.40%
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
21.50%
20.58%
Volatility – 3 Years
17.94%
16.59%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.82
0.15
Sharpe Ratio – 3 Years
0.76
0.90
Worst Rolling Year
-34.33%
13.98%
Value at Worst Rolling Year
₹0.66 Cr
₹1.14 Cr
Deepest Drawdown
−18.33%
−16.19%
Recovery Period
81 days
122 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
19.62%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 73% · M 20% · S 7%
Number of Stocks
18
23
Portfolio P/E
18.68
35.58
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%