Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
−0.10%
6 Months
29.52%
6.51%
1 Year
27.35%
15.14%
3 Years
14.30%
23.23%
5 Years
12.28%
23.21%
Since Inception
21.22%
29.55%
Fund Age
9 yrs 10 mo
6 yrs 6 mo
AUM
₹374.43 Cr
₹66.34 Cr
Alpha – 1 Year
22.63%
10.42%
Alpha – 3 Years
2.21%
11.14%
Information Ratio – 3 Years
0.15
1.31
Volatility – 1 Year
28.49%
19.62%
Volatility – 3 Years
24.50%
17.58%
Beta – 1 Year
1.39
1.01
Beta – 3 Years
1.24
1.01
Sharpe Ratio – 1 Year
0.80
0.54
Sharpe Ratio – 3 Years
0.46
0.98
Worst Rolling Year
-3.89%
23.09%
Value at Worst Rolling Year
₹0.96 Cr
₹1.23 Cr
Deepest Drawdown
−30.92%
−16.37%
Recovery Period
484 days
308 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 34% · M 14% · S 34%
Number of Stocks
29
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
—
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%