Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
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 23*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age15 years, 1 month
1.76%
-0.51%
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 28/02/2026)
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 (6.8%)
Mid Cap (17.2%)
Large Cap (76%)
Sector Holdings
  • Financial Services37.74%
  • Information Technology8.75%
  • Metals & Mining7.51%
  • Consumer Services6.99%
  • Capital Goods6.46%
Stock Holdings
  • Trent Ltd [Lakme Ltd]6.99%
  • Hitachi Energy India Limited6.46%
  • Nippon Life India Asset Management Limited6.2%
  • Nippon Life India Asset Management Limited.5.94%
  • Persistent Systems Limited5.89%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Feb, 2026)
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Pradeep Gupta: Powereka is '42 years old company' with diesel gensets and renewable power verticals18:33Powerica IPO Deep Dive | Live With Management | Subscribe Or Skip?
Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions7:11Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions
MEA Randhir Jaiswal Briefs on PM Modi–Trump Talks, Pushes De-escalation in West Asia2:26MEA Randhir Jaiswal Briefs On PM Modi–Trump Talks, Pushes De-Escalation In West Asia
"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock4:32"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock
Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly2:03Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly
Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice4:03Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice
PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts3:40PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts
Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More4:13Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More
ATF Prices Double In A Month, Airfares Set To Surge From April 13:04ATF Prices Double In A Month, Airfares Set To Surge From April 1
War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE31:00War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 32
Fixed Fee
2.50%
Scheme Return
1.76%
Benchmark Return
-0.51%
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 32
Fixed Fee
2.50%
Scheme Return
3.8%
Benchmark Return
-0.51%
Omni Emperors
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 32
Fixed Fee
2.50%
Scheme Return
3.55%
Benchmark Return
0.45%
J M Financial - Growth and Value
AUM (₹ Cr)
₹88.15 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 32
Fixed Fee
2.50%
Scheme Return
3.19%
Benchmark Return
-0.51%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹1,862.56 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 32
Fixed Fee
2.00%
Scheme Return
2.68%
Benchmark Return
-0.51%
ICICI - Large Cap Strategy
AUM (₹ Cr)
₹881.60 Cr
Hurdle Rate
10% or 0%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 32
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
-0.51%
*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 484.71 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

484.71 (As on Feb, 2026)

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
7 Out of 32
Fixed Fee
2.50%
Scheme Return
1.76%
Benchmark Return
-0.51%
*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.

bt_logoTop Stories