Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Right Horizons - All Seasons
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
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 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
12.27%
6 Months
3.83%
−1.13%
1 Year
9.77%
6.59%
3 Years
13.19%
20.44%
5 Years
12.01%
16.17%
Since Inception
14.38%
13.07%
Fund Age
6 yrs 8 mo
15 yrs 3 mo
AUM
₹42.66 Cr
—
Alpha – 1 Year
3.80%
6.87%
Alpha – 3 Years
2.30%
9.23%
Information Ratio – 3 Years
0.23
1.61
Volatility – 1 Year
15.84%
20.58%
Volatility – 3 Years
12.64%
16.59%
Beta – 1 Year
1.56
1.21
Beta – 3 Years
1.48
1.13
Sharpe Ratio – 1 Year
0.32
0.15
Sharpe Ratio – 3 Years
0.70
0.90
Worst Rolling Year
9.09%
13.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−15.18%
−16.19%
Recovery Period
119 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 73% · M 20% · S 7%
Number of Stocks
16
23
Portfolio P/E
—
35.58
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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)
2% / 1% / 0%
1.5% / 1% / 0.5%