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SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs True-Equity Factor Quant
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
True-Equity Factor Quant
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%
1.09%
6 Months
−1.13%
3.47%
1 Year
6.59%
−3.80%
3 Years
20.44%
11.26%
5 Years
16.17%
—
Since Inception
13.07%
13.40%
Fund Age
15 yrs 3 mo
3 yrs 11 mo
AUM
—
₹143.29 Cr
Alpha – 1 Year
6.87%
−6.78%
Alpha – 3 Years
9.23%
−0.63%
Information Ratio – 3 Years
1.61
-0.10
Volatility – 1 Year
20.58%
15.14%
Volatility – 3 Years
16.59%
16.91%
Beta – 1 Year
1.21
0.83
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.15
-0.54
Sharpe Ratio – 3 Years
0.90
0.40
Worst Rolling Year
13.98%
11.18%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−16.19%
−27.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 73% · M 20% · S 7%
—
Number of Stocks
23
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
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%