SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
EQUITY LARGE CAP
Aims to generate wealth via long-term, risk-adjusted returns.
+20.44%
3Y annualised returns
+11.21%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
31 Jan '11
Total AUM
--
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Equity market cap split
Large Cap78.1%
Mid Cap18.2%
Small Cap3.8%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.50%
PMS management
MDMitesh DalalHead of Investment Strategy, SCSIView details
MD
Mitesh Dalal
Head of Investment Strategy, SCSI
View details
About
Mitesh has been associated with Standard Charted Securities India (SCSI) for +12 years and has more than 25 years of total experience in Indian equity markets. Mitesh heads the Investment Strategy team in SCSI. Within SCSI, Mitesh has multi-dimensional experience in Investment Strategy along managing Private Customer Group (PCG) and NDPMS. His past experience in HDFC Securities, SMIFS securities and CDSL protrays a proven track record in various areas of business, marketing, back office, proprietary trading (derivatives), depository services and latest being Equity Strategy. Mitesh is a commerce graduate and has done masters in financial management.
Experience
More than 25 years of experience in Indian equity markets.
Investment philosophy
Specializes in investment and equity strategy for private and non-discretionary portfolios.
Previously worked at
- HDFC Securities
- SMIFS securities
- CDSL
Awards
- Proven track record in business, marketing, proprietary trading, and depository services. Holds multi-dimensional experience in investment strategy, PCG, and NDPMS.
PMS house
Standard Chartered Securities India Ltd
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