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Right Horizons - India Business Leaders vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Right Horizons - India Business Leaders
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
12.27%
6 Months
4.12%
−1.13%
1 Year
−0.25%
6.59%
3 Years
10.95%
20.44%
5 Years
10.56%
16.17%
Since Inception
10.62%
13.07%
Fund Age
13 yrs 8 mo
15 yrs 3 mo
AUM
₹41.22 Cr
—
Alpha – 1 Year
0.18%
6.87%
Alpha – 3 Years
2.39%
9.23%
Information Ratio – 3 Years
0.52
1.61
Volatility – 1 Year
20.61%
20.58%
Volatility – 3 Years
17.57%
16.59%
Beta – 1 Year
1.24
1.21
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
-0.18
0.15
Sharpe Ratio – 3 Years
0.46
0.90
Worst Rolling Year
-10.52%
13.98%
Value at Worst Rolling Year
₹0.89 Cr
₹1.14 Cr
Deepest Drawdown
−22.41%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
19.62%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 73% · M 20% · S 7%
Number of Stocks
25
23
Portfolio P/E
36.71
35.58
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%