Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
29.52%
4.79%
1 Year
27.35%
−0.59%
3 Years
14.30%
11.57%
5 Years
12.28%
13.86%
Since Inception
21.22%
15.96%
Fund Age
9 yrs 10 mo
5 yrs 5 mo
AUM
₹374.43 Cr
₹45.81 Cr
Alpha – 1 Year
22.63%
−5.31%
Alpha – 3 Years
2.21%
−0.52%
Information Ratio – 3 Years
0.15
-0.06
Volatility – 1 Year
28.49%
21.96%
Volatility – 3 Years
24.50%
17.35%
Beta – 1 Year
1.39
1.19
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
-0.16
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
-3.89%
10.84%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−30.92%
−22.24%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 23% · M 4% · S 73%
Number of Stocks
29
16
Portfolio P/E
36.10
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%