Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Turtle Wealth -Growth Mantra
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
−1.13%
9.86%
1 Year
6.59%
32.16%
3 Years
20.44%
19.13%
5 Years
16.17%
12.16%
Since Inception
13.07%
16.12%
Fund Age
15 yrs 3 mo
5 yrs 10 mo
AUM
—
₹170.31 Cr
Alpha – 1 Year
6.87%
27.44%
Alpha – 3 Years
9.23%
7.04%
Information Ratio – 3 Years
1.61
0.58
Volatility – 1 Year
20.58%
17.07%
Volatility – 3 Years
16.59%
17.73%
Beta – 1 Year
1.21
0.65
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.15
1.42
Sharpe Ratio – 3 Years
0.90
0.79
Worst Rolling Year
13.98%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−16.19%
−30.82%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
19.62%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 11% · M 1% · S 72%
Number of Stocks
23
18
Portfolio P/E
35.58
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%