Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Fractal Capital - Opportunities
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%
5.48%
6 Months
29.52%
13.51%
1 Year
27.35%
1.35%
3 Years
14.30%
13.26%
5 Years
12.28%
—
Since Inception
21.22%
19.28%
Fund Age
9 yrs 10 mo
4 yrs 2 mo
AUM
₹374.43 Cr
₹36.17 Cr
Alpha – 1 Year
22.63%
−3.37%
Alpha – 3 Years
2.21%
1.17%
Information Ratio – 3 Years
0.15
0.14
Volatility – 1 Year
28.49%
24.66%
Volatility – 3 Years
24.50%
18.82%
Beta – 1 Year
1.39
1.31
Beta – 3 Years
1.24
1.10
Sharpe Ratio – 1 Year
0.80
-0.05
Sharpe Ratio – 3 Years
0.46
0.48
Worst Rolling Year
-3.89%
12.70%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−30.92%
−26.89%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 8% · M 16% · S 76%
Number of Stocks
29
24
Portfolio P/E
36.10
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%