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SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Turtle Wealth - Profit Mantra
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
−1.13%
9.42%
1 Year
6.59%
28.25%
3 Years
20.44%
18.47%
5 Years
16.17%
21.31%
Since Inception
13.07%
21.69%
Fund Age
15 yrs 3 mo
5 yrs
AUM
—
₹79.02 Cr
Alpha – 1 Year
6.87%
23.53%
Alpha – 3 Years
9.23%
6.38%
Information Ratio – 3 Years
1.61
0.27
Volatility – 1 Year
20.58%
18.12%
Volatility – 3 Years
16.59%
27.25%
Beta – 1 Year
1.21
0.87
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.15
1.18
Sharpe Ratio – 3 Years
0.90
0.56
Worst Rolling Year
13.98%
15.67%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−16.19%
−30.64%
Recovery Period
122 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 10% · M 9% · S 69%
Number of Stocks
23
34
Portfolio P/E
35.58
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%