Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Sundaram Alternate - SISOP
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Sundaram Alternate - SISOP
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%
5.72%
6 Months
−1.13%
23.48%
1 Year
6.59%
38.68%
3 Years
20.44%
26.01%
5 Years
16.17%
16.58%
Since Inception
13.07%
18.98%
Fund Age
15 yrs 3 mo
16 yrs 6 mo
AUM
—
₹1,885.18 Cr
Alpha – 1 Year
6.87%
33.96%
Alpha – 3 Years
9.23%
13.92%
Information Ratio – 3 Years
1.61
1.27
Volatility – 1 Year
20.58%
28.06%
Volatility – 3 Years
16.59%
20.41%
Beta – 1 Year
1.21
1.39
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.15
1.12
Sharpe Ratio – 3 Years
0.90
1.06
Worst Rolling Year
13.98%
-4.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−16.19%
−18.24%
Recovery Period
122 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
19.62%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 73% · M 20% · S 7%
L 40% · M 32% · S 24%
Number of Stocks
23
28
Portfolio P/E
35.58
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%