Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
5.54%
6 Months
19.69%
29.52%
1 Year
25.97%
27.35%
3 Years
17.02%
14.30%
5 Years
—
12.28%
Since Inception
24.02%
21.22%
Fund Age
4 yrs 2 mo
9 yrs 10 mo
AUM
₹101.01 Cr
₹374.43 Cr
Alpha – 1 Year
21.25%
22.63%
Alpha – 3 Years
4.93%
2.21%
Information Ratio – 3 Years
0.46
0.15
Volatility – 1 Year
21.63%
28.49%
Volatility – 3 Years
19.42%
24.50%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
1.04
1.24
Sharpe Ratio – 1 Year
0.93
0.80
Sharpe Ratio – 3 Years
0.65
0.46
Worst Rolling Year
16.82%
-3.89%
Value at Worst Rolling Year
₹1.17 Cr
₹0.96 Cr
Deepest Drawdown
−20.44%
−30.92%
Recovery Period
365 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
19.58%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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)
—
2% / 1% / 0%