Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Right Horizons - Perennial
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
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
−0.19%
12.27%
6 Months
11.46%
−1.13%
1 Year
8.21%
6.59%
3 Years
12.09%
20.44%
5 Years
11.81%
16.17%
Since Inception
13.34%
13.07%
Fund Age
5 yrs 3 mo
15 yrs 3 mo
AUM
₹34.29 Cr
—
Alpha – 1 Year
5.23%
6.87%
Alpha – 3 Years
0.21%
9.23%
Information Ratio – 3 Years
0.17
1.61
Volatility – 1 Year
24.84%
20.58%
Volatility – 3 Years
21.42%
16.59%
Beta – 1 Year
1.25
1.21
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
0.21
0.15
Sharpe Ratio – 3 Years
0.49
0.90
Worst Rolling Year
7.11%
13.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−34.77%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 73% · M 20% · S 7%
Number of Stocks
37
23
Portfolio P/E
52.15
35.58
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
1.5% / 1% / 0.5%