Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
2.33%
6 Months
29.52%
5.53%
1 Year
27.35%
9.60%
3 Years
14.30%
6.75%
5 Years
12.28%
7.07%
Since Inception
21.22%
13.02%
Fund Age
9 yrs 10 mo
14 yrs 9 mo
AUM
₹374.43 Cr
₹179.27 Cr
Alpha – 1 Year
22.63%
9.95%
Alpha – 3 Years
2.21%
−2.25%
Information Ratio – 3 Years
0.15
-0.39
Volatility – 1 Year
28.49%
17.14%
Volatility – 3 Years
24.50%
14.92%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
0.31
Sharpe Ratio – 3 Years
0.46
0.15
Worst Rolling Year
-3.89%
-6.19%
Value at Worst Rolling Year
₹0.96 Cr
₹0.94 Cr
Deepest Drawdown
−30.92%
−21.15%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
95.53%
Median Rolling Year
18.04%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
M 4% · S 95%
L 69% · M 12% · S 15%
Number of Stocks
29
22
Portfolio P/E
36.10
—
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—