Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
NMR GROWTH STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
12.27%
6 Months
39.16%
−1.13%
1 Year
20.20%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
17.87%
13.07%
Fund Age
19 mo
15 yrs 3 mo
AUM
₹82.38 Cr
—
Alpha – 1 Year
15.48%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
34.86%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.65
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.53
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−24.64%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
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 · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%