Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Nippon - Indian Economic Transformation - ETP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
12.27%
6 Months
9.19%
−1.13%
1 Year
9.02%
6.59%
3 Years
14.71%
20.44%
5 Years
10.31%
16.17%
Since Inception
14.95%
13.07%
Fund Age
7 yrs 10 mo
15 yrs 3 mo
AUM
₹42.73 Cr
—
Alpha – 1 Year
4.30%
6.87%
Alpha – 3 Years
2.62%
9.23%
Information Ratio – 3 Years
0.63
1.61
Volatility – 1 Year
17.52%
20.58%
Volatility – 3 Years
14.89%
16.59%
Beta – 1 Year
0.97
1.21
Beta – 3 Years
0.92
1.13
Sharpe Ratio – 1 Year
0.26
0.15
Sharpe Ratio – 3 Years
0.66
0.90
Worst Rolling Year
8.19%
13.98%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−18.24%
−16.19%
Recovery Period
238 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
31.64
35.58
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%