Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Purnartha Vision Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Purnartha Vision 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
5.60%
12.27%
6 Months
9.69%
−1.13%
1 Year
14.36%
6.59%
3 Years
13.50%
20.44%
5 Years
8.53%
16.17%
Since Inception
11.34%
13.07%
Fund Age
5 yrs 5 mo
15 yrs 3 mo
AUM
₹190.75 Cr
—
Alpha – 1 Year
9.64%
6.87%
Alpha – 3 Years
1.41%
9.23%
Information Ratio – 3 Years
0.20
1.61
Volatility – 1 Year
24.59%
20.58%
Volatility – 3 Years
18.73%
16.59%
Beta – 1 Year
1.16
1.21
Beta – 3 Years
1.03
1.13
Sharpe Ratio – 1 Year
0.44
0.15
Sharpe Ratio – 3 Years
0.52
0.90
Worst Rolling Year
8.91%
13.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−18.32%
−16.19%
Recovery Period
549 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
25.84
35.58
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%