Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
29.52%
32.15%
1 Year
27.35%
16.77%
3 Years
14.30%
19.00%
5 Years
12.28%
20.10%
Since Inception
21.22%
27.01%
Fund Age
9 yrs 10 mo
6 yrs 10 mo
AUM
₹374.43 Cr
₹247.64 Cr
Alpha – 1 Year
22.63%
13.79%
Alpha – 3 Years
2.21%
7.10%
Information Ratio – 3 Years
0.15
0.30
Volatility – 1 Year
28.49%
39.13%
Volatility – 3 Years
24.50%
29.47%
Beta – 1 Year
1.39
1.87
Beta – 3 Years
1.24
1.36
Sharpe Ratio – 1 Year
0.80
0.42
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
-3.89%
15.03%
Value at Worst Rolling Year
₹0.96 Cr
₹1.15 Cr
Deepest Drawdown
−30.92%
−35.86%
Recovery Period
484 days
94 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
S 80%
Number of Stocks
29
42
Portfolio P/E
36.10
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%