Portfolio Management Services (PMS)Compare Schemes
ProfitGate Classic Compounders Equity Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ProfitGate Classic Compounders Equity Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
ProfitGate Classic Compounders Equity Strategy
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
6.18%
12.27%
6 Months
11.87%
−1.13%
1 Year
10.80%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
15.20%
13.07%
Fund Age
3 yrs
15 yrs 3 mo
AUM
₹683.44 Cr
—
Alpha – 1 Year
6.08%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
21.88%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
1.09
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.33
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 73% · M 20% · S 7%
Number of Stocks
—
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)
3% / 2% / 1%
1.5% / 1% / 0.5%