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SCSL - Long Term Value Compounder
SCSL - Long Term Value Compounder

SCSL - Long Term Value Compounder

  • Standard Chartered Securities India Ltd
  • Large Cap
  • 3
    Out of 20*
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Portfolio age14 years, 11 months
2.61%
1.92%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (6.69%)
Mid Cap (19.4%)
Large Cap (73.9%)
Sector Holdings
  • Financial Services36.59%
  • Information Technology10.87%
  • Consumer Services7.43%
  • Metals & Mining7.32%
  • Fast Moving Consumer Goods7.01%
Stock Holdings
  • ICICI Bank Ltd7.69%
  • Trent Ltd [Lakme Ltd]7.43%
  • Reliance Industries Ltd6.26%
  • HDFC Bank Ltd.6.01%
  • Persistent Systems Limited5.95%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2025)
Inception Date
Jan 31, 2011
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.50% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 0.50% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No option
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bt_logoINVESTMENT PHILOSOPHY

Objective

SCSI ND-PMS aims at generating wealth via long term risk-adjusted returns. Identifying investment opportunities with strong leadership business moats at reasonable valuation among large-cap stocks with optimum balance of defenders and challengers

Investment Approach

Optimum balance between top-down and bottom up stock selection

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 29
Fixed Fee
2.50%
Scheme Return
2.61%
Benchmark Return
1.92%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 29
Fixed Fee
2.00%
Scheme Return
2.88%
Benchmark Return
1.92%
ithought - TRUBLU
AUM (₹ Cr)
₹92.35 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 29
Fixed Fee
1.00%
Scheme Return
2.38%
Benchmark Return
1.92%
Pelican - PE Fund
AUM (₹ Cr)
₹52.56 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 29
Fixed Fee
1.50%
Scheme Return
2.11%
Benchmark Return
1.92%
Narnolia - Large Cap
AUM (₹ Cr)
₹112.79 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 29
Fixed Fee
2.50%
Scheme Return
2.06%
Benchmark Return
1.92%
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 29
Fixed Fee
2.50%
Scheme Return
1.89%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Standard Chartered Securities India Ltd
Standard Chartered Securities India Ltd manages assets worth Rs 476.10 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

476.10 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
2 Out of 29
Fixed Fee
2.50%
Scheme Return
2.61%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of SCSL - Long Term Value Compounder?
There is no option for Hurdle rate.
What is the fixed fee charged in SCSL - Long Term Value Compounder ?
The fixed fee charged in SCSL - Long Term Value Compounder is 2.50%.
What is the variable fee charged in SCSL - Long Term Value Compounder ?
There is no option for Variable fee.
What is the profit sharing in SCSL - Long Term Value Compounder ?
The profit sharing in SCSL - Long Term Value Compounder is No option.
What is the minimum investment in SCSL - Long Term Value Compounder ?
The minimum investment in SCSL - Long Term Value Compounder is ₹50 Lacs
What type of scheme is SCSL - Long Term Value Compounder?
SCSL - Long Term Value Compounder is an Equity scheme. It falls in the Large Cap category.
What is the inception date of SCSL - Long Term Value Compounder?
The inception date of SCSL - Long Term Value Compounder is Jan 31, 2011.
What is the exit load of SCSL - Long Term Value Compounder?
Exit load is 1.50% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 0.50% if redeemed in > 2-3 years, 0% thereafter.

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