Portfolio Management Services (PMS)Compare Schemes
Qode Tactical Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Qode Tactical Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Qode Tactical Fund
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
1.73%
12.27%
6 Months
5.25%
−1.13%
1 Year
18.83%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
14.12%
13.07%
Fund Age
1 yr 9 mo
15 yrs 3 mo
AUM
₹44.15 Cr
—
Alpha – 1 Year
14.11%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
9.92%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.25
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.27
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−6.12%
−16.19%
Recovery Period
Not yet recovered
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
0.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%