Portfolio Management Services (PMS)Compare Schemes
Prithvi Balanced Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Prithvi Balanced Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Prithvi Balanced 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 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.38%
12.27%
6 Months
30.29%
−1.13%
1 Year
21.45%
6.59%
3 Years
18.94%
20.44%
5 Years
—
16.17%
Since Inception
23.25%
13.07%
Fund Age
3 yrs 1 mo
15 yrs 3 mo
AUM
₹185.04 Cr
—
Alpha – 1 Year
16.73%
6.87%
Alpha – 3 Years
6.85%
9.23%
Information Ratio – 3 Years
0.59
1.61
Volatility – 1 Year
29.11%
20.58%
Volatility – 3 Years
25.42%
16.59%
Beta – 1 Year
1.26
1.21
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.60
0.90
Worst Rolling Year
18.95%
13.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.74%
−16.19%
Recovery Period
472 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.62%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
40
23
Portfolio P/E
39.98
35.58
Top 5 Holdings
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
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
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%