Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.91%
1.81%
6 Months
10.01%
1.04%
1 Year
—
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
14.65%
8.72%
Fund Age
9 mo
4 yrs 3 mo
AUM
₹122.25 Cr
₹53.49 Cr
Alpha – 1 Year
—
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.25%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 27% · M 14% · S 55%
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Number of Stocks
33
—
Portfolio P/E
31.90
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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