Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Shade - Value Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Shade - Value Fund
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Shade - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
4.06%
6 Months
−1.13%
28.09%
1 Year
6.59%
17.43%
3 Years
20.44%
22.60%
5 Years
16.17%
15.65%
Since Inception
13.07%
17.87%
Fund Age
15 yrs 3 mo
14 yrs 6 mo
AUM
—
₹91.04 Cr
Alpha – 1 Year
6.87%
12.71%
Alpha – 3 Years
9.23%
10.51%
Information Ratio – 3 Years
1.61
0.90
Volatility – 1 Year
20.58%
26.94%
Volatility – 3 Years
16.59%
23.01%
Beta – 1 Year
1.21
1.37
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.15
0.52
Sharpe Ratio – 3 Years
0.90
0.87
Worst Rolling Year
13.98%
-12.87%
Value at Worst Rolling Year
₹1.14 Cr
₹0.87 Cr
Deepest Drawdown
−16.19%
−29.02%
Recovery Period
122 days
232 days
1-Year Rolling Windows Positive
100.00%
90.16%
Median Rolling Year
19.62%
19.58%
5-Year Rolling Windows Positive
100.00%
99.13%
Market-Cap Mix
L 73% · M 20% · S 7%
M 1% · S 87%
Number of Stocks
23
42
Portfolio P/E
35.58
40.73
Top 5 Holdings
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%
Nuvama Wealth Management Ltd · 4.23%
Ujjivan Small Finance Bank Ltd · 4.19%
Omnitech Engineering Ltd · 3.92%
TD Power Systems Ltd · 3.91%
Thyrocare Technologies Ltd · 3.78%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 25.00%
Healthcare · 18.00%
Financial Services · 17.93%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%