Portfolio Management Services (PMS)Compare Schemes
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) vs WhiteOak Capital Research Select Equity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
−1.13%
1.92%
1 Year
6.59%
0.43%
3 Years
20.44%
—
5 Years
16.17%
—
Since Inception
13.07%
6.17%
Fund Age
15 yrs 3 mo
2 yrs 2 mo
AUM
—
₹22.98 Cr
Alpha – 1 Year
6.87%
−2.55%
Alpha – 3 Years
9.23%
—
Information Ratio – 3 Years
1.61
—
Volatility – 1 Year
20.58%
16.90%
Volatility – 3 Years
16.59%
—
Beta – 1 Year
1.21
0.96
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.15
-0.22
Sharpe Ratio – 3 Years
0.90
—
Worst Rolling Year
13.98%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.19%
−16.17%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 73% · M 20% · S 7%
L 61% · M 14% · S 21%
Number of Stocks
23
41
Portfolio P/E
35.58
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%