Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
0.48%
6 Months
29.52%
0.17%
1 Year
27.35%
1.53%
3 Years
14.30%
6.30%
5 Years
12.28%
7.16%
Since Inception
21.22%
16.58%
Fund Age
9 yrs 10 mo
6 yrs 6 mo
AUM
₹374.43 Cr
₹182.72 Cr
Alpha – 1 Year
22.63%
−3.19%
Alpha – 3 Years
2.21%
−5.79%
Information Ratio – 3 Years
0.15
-1.15
Volatility – 1 Year
28.49%
17.17%
Volatility – 3 Years
24.50%
15.94%
Beta – 1 Year
1.39
0.97
Beta – 3 Years
1.24
0.99
Sharpe Ratio – 1 Year
0.80
-0.13
Sharpe Ratio – 3 Years
0.46
0.13
Worst Rolling Year
-3.89%
6.16%
Value at Worst Rolling Year
₹0.96 Cr
₹1.06 Cr
Deepest Drawdown
−30.92%
−24.43%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
60
Portfolio P/E
36.10
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%