Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
29.52%
3.53%
1 Year
27.35%
−0.08%
3 Years
14.30%
14.56%
5 Years
12.28%
12.33%
Since Inception
21.22%
18.88%
Fund Age
9 yrs 10 mo
16 yrs 7 mo
AUM
₹374.43 Cr
₹1,574.57 Cr
Alpha – 1 Year
22.63%
0.35%
Alpha – 3 Years
2.21%
5.99%
Information Ratio – 3 Years
0.15
0.72
Volatility – 1 Year
28.49%
16.64%
Volatility – 3 Years
24.50%
15.28%
Beta – 1 Year
1.39
0.97
Beta – 3 Years
1.24
0.94
Sharpe Ratio – 1 Year
0.80
-0.25
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
-3.89%
-0.31%
Value at Worst Rolling Year
₹0.96 Cr
₹1.00 Cr
Deepest Drawdown
−30.92%
−22.42%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
99.36%
Median Rolling Year
18.04%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 39% · M 8% · S 47%
Number of Stocks
29
33
Portfolio P/E
36.10
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%