Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Phillip Capital - Emerging India Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
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 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
12.27%
6 Months
18.21%
−1.13%
1 Year
11.44%
6.59%
3 Years
9.27%
20.44%
5 Years
10.90%
16.17%
Since Inception
13.08%
13.07%
Fund Age
9 yrs
15 yrs 3 mo
AUM
₹29.3 Cr
—
Alpha – 1 Year
6.74%
6.87%
Alpha – 3 Years
−1.95%
9.23%
Information Ratio – 3 Years
-0.21
1.61
Volatility – 1 Year
23.26%
20.58%
Volatility – 3 Years
18.09%
16.59%
Beta – 1 Year
1.21
1.21
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.35
0.15
Sharpe Ratio – 3 Years
0.32
0.90
Worst Rolling Year
0.11%
13.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−21.53%
−16.19%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 73% · M 20% · S 7%
Number of Stocks
23
23
Portfolio P/E
49.89
35.58
Top 5 Holdings
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
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 · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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)
0% / 0% / 0%
1.5% / 1% / 0.5%