Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Sundaram Alternate - SELF
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
7.67%
6 Months
−1.13%
27.70%
1 Year
6.59%
47.52%
3 Years
20.44%
23.98%
5 Years
16.17%
15.87%
Since Inception
13.07%
18.55%
Fund Age
15 yrs 3 mo
16 yrs 2 mo
AUM
—
₹1,022.92 Cr
Alpha – 1 Year
6.87%
42.80%
Alpha – 3 Years
9.23%
11.89%
Information Ratio – 3 Years
1.61
1.12
Volatility – 1 Year
20.58%
28.29%
Volatility – 3 Years
16.59%
20.76%
Beta – 1 Year
1.21
1.36
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.15
1.33
Sharpe Ratio – 3 Years
0.90
0.99
Worst Rolling Year
13.98%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−16.19%
−19.51%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.62%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
35.58
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%
1% / 0% / 0%