Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Turtle Wealth -Wealth Mantra
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Turtle Wealth -Wealth 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%
4.93%
6 Months
−1.13%
2.72%
1 Year
6.59%
22.88%
3 Years
20.44%
20.47%
5 Years
16.17%
15.12%
Since Inception
13.07%
17.02%
Fund Age
15 yrs 3 mo
6 yrs 11 mo
AUM
—
₹261.05 Cr
Alpha – 1 Year
6.87%
18.16%
Alpha – 3 Years
9.23%
8.38%
Information Ratio – 3 Years
1.61
0.98
Volatility – 1 Year
20.58%
17.62%
Volatility – 3 Years
16.59%
15.64%
Beta – 1 Year
1.21
0.83
Beta – 3 Years
1.13
0.87
Sharpe Ratio – 1 Year
0.15
0.97
Sharpe Ratio – 3 Years
0.90
0.94
Worst Rolling Year
13.98%
7.22%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.19%
−19.96%
Recovery Period
122 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 28% · M 19% · S 43%
Number of Stocks
23
18
Portfolio P/E
35.58
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%