Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs TRADESWIFT BROKING-MULTI ASSET
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
−1.13%
11.30%
1 Year
6.59%
5.88%
3 Years
20.44%
—
5 Years
16.17%
—
Since Inception
13.07%
10.85%
Fund Age
15 yrs 3 mo
2 yrs 5 mo
AUM
—
₹45.96 Cr
Alpha – 1 Year
6.87%
−0.98%
Alpha – 3 Years
9.23%
—
Information Ratio – 3 Years
1.61
—
Volatility – 1 Year
20.58%
21.88%
Volatility – 3 Years
16.59%
—
Beta – 1 Year
1.21
2.00
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.15
0.12
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
13.98%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.19%
−19.87%
Recovery Period
122 days
Not yet recovered
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%
L 12% · M 4% · S 66%
Number of Stocks
23
39
Portfolio P/E
35.58
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
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% / 1.5% / 1%