Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Right Horizons - Alphabots Midcap 29
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
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 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
12.27%
6 Months
8.08%
−1.13%
1 Year
10.16%
6.59%
3 Years
15.60%
20.44%
5 Years
—
16.17%
Since Inception
19.84%
13.07%
Fund Age
6 yrs 11 mo
15 yrs 3 mo
AUM
₹3.18 Cr
—
Alpha – 1 Year
7.18%
6.87%
Alpha – 3 Years
3.72%
9.23%
Information Ratio – 3 Years
0.60
1.61
Volatility – 1 Year
19.93%
20.58%
Volatility – 3 Years
18.09%
16.59%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.31
0.15
Sharpe Ratio – 3 Years
0.60
0.90
Worst Rolling Year
14.68%
13.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−19.38%
−16.19%
Recovery Period
493 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 73% · M 20% · S 7%
Number of Stocks
29
23
Portfolio P/E
38.53
35.58
Top 5 Holdings
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –
1.5% / 1% / 0.5%