Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs WhiteOak Capital Business Leaders
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
12.27%
3.42%
6 Months
−1.13%
2.89%
1 Year
6.59%
2.59%
3 Years
20.44%
10.39%
5 Years
16.17%
8.86%
Since Inception
13.07%
11.13%
Fund Age
15 yrs 3 mo
5 yrs 6 mo
AUM
—
₹63.54 Cr
Alpha – 1 Year
6.87%
−0.39%
Alpha – 3 Years
9.23%
−1.50%
Information Ratio – 3 Years
1.61
-0.34
Volatility – 1 Year
20.58%
16.68%
Volatility – 3 Years
16.59%
13.79%
Beta – 1 Year
1.21
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.15
-0.09
Sharpe Ratio – 3 Years
0.90
0.40
Worst Rolling Year
13.98%
6.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.19%
−15.31%
Recovery Period
122 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.62%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 73% · M 20% · S 7%
L 69% · M 25% · S 5%
Number of Stocks
23
40
Portfolio P/E
35.58
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 1% / 0.5%
0% / 0% / 0%