Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs Unifi Blended - Rangoli
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Unifi Blended - Rangoli
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%
3.17%
6 Months
−1.13%
10.91%
1 Year
6.59%
10.45%
3 Years
20.44%
10.60%
5 Years
16.17%
10.74%
Since Inception
13.07%
18.07%
Fund Age
15 yrs 3 mo
9 yrs 2 mo
AUM
—
₹11,464.61 Cr
Alpha – 1 Year
6.87%
5.73%
Alpha – 3 Years
9.23%
−1.49%
Information Ratio – 3 Years
1.61
-0.11
Volatility – 1 Year
20.58%
18.78%
Volatility – 3 Years
16.59%
16.83%
Beta – 1 Year
1.21
1.04
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
0.15
0.34
Sharpe Ratio – 3 Years
0.90
0.37
Worst Rolling Year
13.98%
4.89%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−16.19%
−19.94%
Recovery Period
122 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 24% · M 11% · S 66%
Number of Stocks
23
—
Portfolio P/E
35.58
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
—
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%