Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
1.87%
6 Months
−1.13%
3.49%
1 Year
6.59%
5.55%
3 Years
20.44%
12.97%
5 Years
16.17%
—
Since Inception
13.07%
12.27%
Fund Age
15 yrs 3 mo
4 yrs 3 mo
AUM
—
₹25.94 Cr
Alpha – 1 Year
6.87%
−0.42%
Alpha – 3 Years
9.23%
2.07%
Information Ratio – 3 Years
1.61
0.10
Volatility – 1 Year
20.58%
15.73%
Volatility – 3 Years
16.59%
12.26%
Beta – 1 Year
1.21
1.56
Beta – 3 Years
1.13
1.42
Sharpe Ratio – 1 Year
0.15
0.07
Sharpe Ratio – 3 Years
0.90
0.62
Worst Rolling Year
13.98%
11.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−16.19%
−11.81%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%