Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
5.54%
6 Months
15.76%
29.52%
1 Year
22.36%
27.35%
3 Years
23.83%
14.30%
5 Years
17.53%
12.28%
Since Inception
20.07%
21.22%
Fund Age
7 yrs 3 mo
9 yrs 10 mo
AUM
₹2,271.9 Cr
₹374.43 Cr
Alpha – 1 Year
17.64%
22.63%
Alpha – 3 Years
11.75%
2.21%
Information Ratio – 3 Years
1.40
0.15
Volatility – 1 Year
21.11%
28.49%
Volatility – 3 Years
18.96%
24.50%
Beta – 1 Year
1.17
1.39
Beta – 3 Years
1.12
1.24
Sharpe Ratio – 1 Year
0.81
0.80
Sharpe Ratio – 3 Years
0.96
0.46
Worst Rolling Year
10.25%
-3.89%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−19.83%
−30.92%
Recovery Period
123 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
21.55%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
M 4% · S 95%
Number of Stocks
30
29
Portfolio P/E
29.80
36.10
Top 5 Holdings
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%