Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
5.54%
6 Months
21.51%
29.52%
1 Year
15.87%
27.35%
3 Years
14.38%
14.30%
5 Years
17.96%
12.28%
Since Inception
16.82%
21.22%
Fund Age
8 yrs 9 mo
9 yrs 10 mo
AUM
₹1,503.25 Cr
₹374.43 Cr
Alpha – 1 Year
11.15%
22.63%
Alpha – 3 Years
2.29%
2.21%
Information Ratio – 3 Years
0.39
0.15
Volatility – 1 Year
27.51%
28.49%
Volatility – 3 Years
22.70%
24.50%
Beta – 1 Year
1.48
1.39
Beta – 3 Years
1.25
1.24
Sharpe Ratio – 1 Year
0.47
0.80
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
1.64%
-3.89%
Value at Worst Rolling Year
₹1.02 Cr
₹0.96 Cr
Deepest Drawdown
−24.39%
−30.92%
Recovery Period
122 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
23.50%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
M 4% · S 95%
Number of Stocks
17
29
Portfolio P/E
—
36.10
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%