PMS · Equity · Large Cap
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
IRRSince inception13.07%
Alpha (3Y)7.91%
3Y return20.44%
Fund age15 yrs 3 mo
Fund Manager
Growth of₹Cr
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder) | −2.13% | 6.59% | 12.26% | 20.44% | 16.17% | 13.07% |
| NIFTY 50 TRI | −8.03% | −0.28% | 4.26% | 11.21% | 11.69% | 10.59% |
| Excess over benchmark | 5.90% | 6.87% | 8.00% | 9.23% | 4.48% | 2.48% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Apr 2026.
Risk : What you take on to earn the return
Volatility
16.59%
Benchmark approx 13.46%
A standard deviation reflecting historical swings.
Sensitivity
1.13
Beta vs benchmark 1.00 · 13% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.90
Sharpe
Excess return gained per unit of volatility.
Capture ratio
134 / 96
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.19% from its 31 Jan 2025 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2025 after 122 days.
Max drawdowns
−16.19%
Recovery period
122 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 31 Jan 2025 | 28 Feb 2025 | −16.19% | 28 days | 30 Jun 2025 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak31 Jan 2025
Trough28 Feb 2025
Depth−16.19%
Fell over28 days
Recovered30 Jun 2025
Recovery took122 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 30 Apr 2026
Portfolio Details : Where the money actually sits
Stocks
23
P/E ratio
35.58
P/B ratio
5.41
Dividend yield
1.02%
Avg market cap
₹4.47 L Cr
Median market cap
₹2.80 L Cr
Asset class
Equity
Market cap
Large cap73.47%
Mid cap20.04%
Small cap6.50%
Cash & others−0.01%
As on 30 Apr 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.50% within 1 year, 1.00% within 2 years, 0.50% within 3 years. Lock-in: Nil.
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