Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Nippon - High Conviction Equity - HCEP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
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%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
12.27%
6 Months
6.66%
−1.13%
1 Year
7.95%
6.59%
3 Years
14.01%
20.44%
5 Years
12.40%
16.17%
Since Inception
16.07%
13.07%
Fund Age
12 yrs 5 mo
15 yrs 3 mo
AUM
₹27.98 Cr
—
Alpha – 1 Year
3.23%
6.87%
Alpha – 3 Years
1.92%
9.23%
Information Ratio – 3 Years
0.55
1.61
Volatility – 1 Year
16.42%
20.58%
Volatility – 3 Years
14.36%
16.59%
Beta – 1 Year
0.92
1.21
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
0.15
0.15
Sharpe Ratio – 3 Years
0.63
0.90
Worst Rolling Year
-4.39%
13.98%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−17.36%
−16.19%
Recovery Period
532 days
122 days
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
29.90
35.58
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%