Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Samvitti-PMS Aggressive Growth
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
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 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
12.27%
6 Months
31.65%
−1.13%
1 Year
26.47%
6.59%
3 Years
18.72%
20.44%
5 Years
16.28%
16.17%
Since Inception
14.51%
13.07%
Fund Age
10 yrs 10 mo
15 yrs 3 mo
AUM
₹423.36 Cr
—
Alpha – 1 Year
21.75%
6.87%
Alpha – 3 Years
6.63%
9.23%
Information Ratio – 3 Years
0.36
1.61
Volatility – 1 Year
28.25%
20.58%
Volatility – 3 Years
24.90%
16.59%
Beta – 1 Year
1.32
1.21
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.78
0.15
Sharpe Ratio – 3 Years
0.60
0.90
Worst Rolling Year
-5.98%
13.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−31.67%
−16.19%
Recovery Period
492 days
122 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 73% · M 20% · S 7%
Number of Stocks
62
23
Portfolio P/E
61.63
35.58
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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)
0% / 0% / 0%
1.5% / 1% / 0.5%