Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Purnartha Pratham Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
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%
Volatility • 3 yrs deviation
1 Month
5.49%
12.27%
6 Months
9.46%
−1.13%
1 Year
17.52%
6.59%
3 Years
14.28%
20.44%
5 Years
9.02%
16.17%
Since Inception
12.49%
13.07%
Fund Age
5 yrs 11 mo
15 yrs 3 mo
AUM
₹1,633.45 Cr
—
Alpha – 1 Year
12.80%
6.87%
Alpha – 3 Years
2.19%
9.23%
Information Ratio – 3 Years
0.28
1.61
Volatility – 1 Year
23.87%
20.58%
Volatility – 3 Years
18.97%
16.59%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.57
0.15
Sharpe Ratio – 3 Years
0.55
0.90
Worst Rolling Year
7.21%
13.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−20.29%
−16.19%
Recovery Period
549 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
24.05
35.58
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%