Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
5%
10%
15%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
4.91%
−0.63%
6 Months
10.01%
8.65%
1 Year
—
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
14.65%
22.10%
Fund Age
9 mo
2 yrs 7 mo
AUM
₹122.25 Cr
₹374.18 Cr
Alpha – 1 Year
—
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 14% · S 55%
L 49% · M 41% · S 9%
Number of Stocks
33
37
Portfolio P/E
31.90
19.24
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%