Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
PGIM India Equity Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
12.27%
6 Months
14.84%
−1.13%
1 Year
−4.03%
6.59%
3 Years
5.65%
20.44%
5 Years
—
16.17%
Since Inception
11.22%
13.07%
Fund Age
3 yrs 7 mo
15 yrs 3 mo
AUM
₹83.14 Cr
—
Alpha – 1 Year
−3.68%
6.87%
Alpha – 3 Years
−3.35%
9.23%
Information Ratio – 3 Years
-0.26
1.61
Volatility – 1 Year
22.60%
20.58%
Volatility – 3 Years
18.97%
16.59%
Beta – 1 Year
1.04
1.21
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.31
0.15
Sharpe Ratio – 3 Years
0.11
0.90
Worst Rolling Year
4.98%
13.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−33.20%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 73% · M 20% · S 7%
Number of Stocks
27
23
Portfolio P/E
28.70
35.58
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%