Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Nippon - Emerging India - EIP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
12.27%
6 Months
13.11%
−1.13%
1 Year
15.44%
6.59%
3 Years
15.82%
20.44%
5 Years
15.29%
16.17%
Since Inception
15.37%
13.07%
Fund Age
9 yrs 4 mo
15 yrs 3 mo
AUM
₹32.48 Cr
—
Alpha – 1 Year
10.72%
6.87%
Alpha – 3 Years
3.73%
9.23%
Information Ratio – 3 Years
0.69
1.61
Volatility – 1 Year
17.99%
20.58%
Volatility – 3 Years
17.45%
16.59%
Beta – 1 Year
0.99
1.21
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.59
0.15
Sharpe Ratio – 3 Years
0.71
0.90
Worst Rolling Year
-6.27%
13.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−21.15%
−16.19%
Recovery Period
474 days
122 days
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
30.67
35.58
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%