Portfolio Management Services (PMS)Compare Schemes
Omni Barons vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Omni Barons
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Omni Barons
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
−1.38%
12.27%
6 Months
5.97%
−1.13%
1 Year
—
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
6.30%
13.07%
Fund Age
8 mo
15 yrs 3 mo
AUM
₹0.57 Cr
—
Alpha – 1 Year
—
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
—
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
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 27% · M 40% · S 33%
L 73% · M 20% · S 7%
Number of Stocks
14
23
Portfolio P/E
9.23
35.58
Top 5 Holdings
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
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 · 73.20%
Power · 13.40%
Capital Goods · 6.70%
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)
3% / 2% / 1%
1.5% / 1% / 0.5%