Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Hem Securities - Dynamic Research and Emerging Asset
Equirus Securities - Long Horizon Fund
Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Hem Securities - Dynamic Research and Emerging Asset
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%
2.22%
6 Months
29.52%
12.93%
1 Year
27.35%
12.12%
3 Years
14.30%
14.97%
5 Years
12.28%
17.00%
Since Inception
21.22%
21.69%
Fund Age
9 yrs 10 mo
6 yrs 5 mo
AUM
₹374.43 Cr
₹192.25 Cr
Alpha – 1 Year
22.63%
8.36%
Alpha – 3 Years
2.21%
4.08%
Information Ratio – 3 Years
0.15
0.38
Volatility – 1 Year
28.49%
25.64%
Volatility – 3 Years
24.50%
21.98%
Beta – 1 Year
1.39
1.38
Beta – 3 Years
1.24
1.29
Sharpe Ratio – 1 Year
0.80
0.36
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
-3.89%
14.19%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−30.92%
−24.93%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
24.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
—
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
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%
1% / 0% / 0%