Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Solidarity Advisors - Prudence
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
8.45%
6 Months
−1.13%
29.49%
1 Year
6.59%
37.09%
3 Years
20.44%
18.49%
5 Years
16.17%
12.39%
Since Inception
13.07%
18.64%
Fund Age
15 yrs 3 mo
10 yrs 3 mo
AUM
—
₹1,760.35 Cr
Alpha – 1 Year
6.87%
32.37%
Alpha – 3 Years
9.23%
6.40%
Information Ratio – 3 Years
1.61
0.52
Volatility – 1 Year
20.58%
25.02%
Volatility – 3 Years
16.59%
18.27%
Beta – 1 Year
1.21
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.15
1.18
Sharpe Ratio – 3 Years
0.90
0.74
Worst Rolling Year
13.98%
-0.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−16.19%
−13.15%
Recovery Period
122 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
19.62%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 11% · S 71%
Number of Stocks
23
13
Portfolio P/E
35.58
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%