Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Stallion Asset - Core Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
3.93%
6 Months
−1.13%
25.32%
1 Year
6.59%
18.21%
3 Years
20.44%
32.70%
5 Years
16.17%
23.63%
Since Inception
13.07%
28.38%
Fund Age
15 yrs 3 mo
7 yrs 10 mo
AUM
—
₹8,686.39 Cr
Alpha – 1 Year
6.87%
13.49%
Alpha – 3 Years
9.23%
20.61%
Information Ratio – 3 Years
1.61
1.92
Volatility – 1 Year
20.58%
22.97%
Volatility – 3 Years
16.59%
19.40%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.15
0.61
Sharpe Ratio – 3 Years
0.90
1.30
Worst Rolling Year
13.98%
17.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−16.19%
−22.23%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 37% · M 30% · S 25%
Number of Stocks
23
43
Portfolio P/E
35.58
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
2% / 0% / 0%