Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Helios - India Rising PMS
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%
0.02%
6 Months
29.52%
5.63%
1 Year
27.35%
4.60%
3 Years
14.30%
14.51%
5 Years
12.28%
12.90%
Since Inception
21.22%
19.56%
Fund Age
9 yrs 10 mo
6 yrs 4 mo
AUM
₹374.43 Cr
₹1,566.43 Cr
Alpha – 1 Year
22.63%
1.62%
Alpha – 3 Years
2.21%
2.62%
Information Ratio – 3 Years
0.15
0.58
Volatility – 1 Year
28.49%
21.65%
Volatility – 3 Years
24.50%
16.64%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
1.24
1.02
Sharpe Ratio – 1 Year
0.80
0.06
Sharpe Ratio – 3 Years
0.46
0.58
Worst Rolling Year
-3.89%
12.32%
Value at Worst Rolling Year
₹0.96 Cr
₹1.12 Cr
Deepest Drawdown
−30.92%
−20.60%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 41% · M 24% · S 29%
Number of Stocks
29
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%