Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.54%
2.75%
6 Months
29.52%
26.95%
1 Year
27.35%
13.12%
3 Years
14.30%
17.80%
5 Years
12.28%
15.04%
Since Inception
21.22%
22.70%
Fund Age
9 yrs 10 mo
8 yrs
AUM
₹374.43 Cr
₹357.26 Cr
Alpha – 1 Year
22.63%
10.14%
Alpha – 3 Years
2.21%
5.90%
Information Ratio – 3 Years
0.15
0.31
Volatility – 1 Year
28.49%
32.38%
Volatility – 3 Years
24.50%
25.45%
Beta – 1 Year
1.39
1.68
Beta – 3 Years
1.24
1.37
Sharpe Ratio – 1 Year
0.80
0.36
Sharpe Ratio – 3 Years
0.46
0.56
Worst Rolling Year
-3.89%
11.19%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−30.92%
−26.50%
Recovery Period
484 days
80 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 7% · M 19% · S 59%
Number of Stocks
29
42
Portfolio P/E
36.10
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%