Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Spark - Core & Satellite
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Spark - Core & Satellite
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%
−0.58%
6 Months
−1.13%
−7.12%
1 Year
6.59%
0.89%
3 Years
20.44%
8.72%
5 Years
16.17%
12.45%
Since Inception
13.07%
16.65%
Fund Age
15 yrs 3 mo
7 yrs 4 mo
AUM
—
₹288.53 Cr
Alpha – 1 Year
6.87%
1.24%
Alpha – 3 Years
9.23%
−0.28%
Information Ratio – 3 Years
1.61
0.00
Volatility – 1 Year
20.58%
16.11%
Volatility – 3 Years
16.59%
15.05%
Beta – 1 Year
1.21
0.96
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.15
-0.20
Sharpe Ratio – 3 Years
0.90
0.28
Worst Rolling Year
13.98%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.19%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.62%
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%