Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Tulsian - PMS
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
12.27%
2.21%
6 Months
−1.13%
21.04%
1 Year
6.59%
21.34%
3 Years
20.44%
19.08%
5 Years
16.17%
23.67%
Since Inception
13.07%
—
Fund Age
15 yrs 3 mo
6 yrs 4 mo
AUM
—
₹364.08 Cr
Alpha – 1 Year
6.87%
21.69%
Alpha – 3 Years
9.23%
10.08%
Information Ratio – 3 Years
1.61
0.52
Volatility – 1 Year
20.58%
32.28%
Volatility – 3 Years
16.59%
28.08%
Beta – 1 Year
1.21
1.47
Beta – 3 Years
1.13
1.60
Sharpe Ratio – 1 Year
0.15
0.58
Sharpe Ratio – 3 Years
0.90
0.57
Worst Rolling Year
13.98%
15.61%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−16.19%
−31.98%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 90% · M 10%
Number of Stocks
23
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
3% / 2% / 1%