Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
−3.00%
6 Months
−1.13%
11.07%
1 Year
6.59%
9.25%
3 Years
20.44%
3.01%
5 Years
16.17%
—
Since Inception
13.07%
10.50%
Fund Age
15 yrs 3 mo
4 yrs 2 mo
AUM
—
₹74.56 Cr
Alpha – 1 Year
6.87%
6.27%
Alpha – 3 Years
9.23%
−8.88%
Information Ratio – 3 Years
1.61
-0.48
Volatility – 1 Year
20.58%
15.51%
Volatility – 3 Years
16.59%
18.23%
Beta – 1 Year
1.21
0.71
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.15
0.29
Sharpe Ratio – 3 Years
0.90
-0.05
Worst Rolling Year
13.98%
3.02%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−16.19%
−41.63%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 73% · M 20% · S 7%
—
Number of Stocks
23
—
Portfolio P/E
35.58
—
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%
—
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
3% / 2% / 1%