Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Eureka signature approach
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
0.53%
6 Months
29.52%
8.20%
1 Year
27.35%
10.87%
3 Years
14.30%
16.09%
5 Years
12.28%
14.49%
Since Inception
21.22%
9.93%
Fund Age
9 yrs 10 mo
8 yrs 9 mo
AUM
₹374.43 Cr
₹64.23 Cr
Alpha – 1 Year
22.63%
7.11%
Alpha – 3 Years
2.21%
5.20%
Information Ratio – 3 Years
0.15
0.63
Volatility – 1 Year
28.49%
21.13%
Volatility – 3 Years
24.50%
19.82%
Beta – 1 Year
1.39
1.16
Beta – 3 Years
1.24
1.20
Sharpe Ratio – 1 Year
0.80
0.35
Sharpe Ratio – 3 Years
0.46
0.59
Worst Rolling Year
-3.89%
-6.69%
Value at Worst Rolling Year
₹0.96 Cr
₹0.93 Cr
Deepest Drawdown
−30.92%
−22.93%
Recovery Period
484 days
496 days
1-Year Rolling Windows Positive
98.76%
90.85%
Median Rolling Year
18.04%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 25% · M 25% · S 42%
Number of Stocks
29
42
Portfolio P/E
36.10
23.92
Top 5 Holdings
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –