Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Nuvama Equities eXpansion Target
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
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
2.94%
12.27%
6 Months
19.15%
−1.13%
1 Year
14.85%
6.59%
3 Years
14.64%
20.44%
5 Years
—
16.17%
Since Inception
15.52%
13.07%
Fund Age
3 yrs 3 mo
15 yrs 3 mo
AUM
₹213.16 Cr
—
Alpha – 1 Year
10.13%
6.87%
Alpha – 3 Years
2.55%
9.23%
Information Ratio – 3 Years
0.17
1.61
Volatility – 1 Year
28.62%
20.58%
Volatility – 3 Years
24.62%
16.59%
Beta – 1 Year
1.48
1.21
Beta – 3 Years
1.33
1.13
Sharpe Ratio – 1 Year
0.43
0.15
Sharpe Ratio – 3 Years
0.46
0.90
Worst Rolling Year
12.87%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−26.40%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
33
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%