Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs ValPro Alpha A
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ValPro Alpha A
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%
0.73%
6 Months
−1.13%
20.81%
1 Year
6.59%
18.30%
3 Years
20.44%
17.96%
5 Years
16.17%
12.95%
Since Inception
13.07%
15.75%
Fund Age
15 yrs 3 mo
5 yrs 4 mo
AUM
—
₹193.44 Cr
Alpha – 1 Year
6.87%
19.72%
Alpha – 3 Years
9.23%
10.22%
Information Ratio – 3 Years
1.61
1.02
Volatility – 1 Year
20.58%
26.31%
Volatility – 3 Years
16.59%
19.93%
Beta – 1 Year
1.21
1.42
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.15
0.55
Sharpe Ratio – 3 Years
0.90
0.67
Worst Rolling Year
13.98%
8.87%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−16.19%
−19.69%
Recovery Period
122 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 31% · M 8% · S 35%
Number of Stocks
23
112
Portfolio P/E
35.58
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
3% / 2% / 1%