Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
2.85%
6 Months
29.52%
22.81%
1 Year
27.35%
15.74%
3 Years
14.30%
19.34%
5 Years
12.28%
—
Since Inception
21.22%
24.49%
Fund Age
9 yrs 10 mo
3 yrs 3 mo
AUM
₹374.43 Cr
₹446.96 Cr
Alpha – 1 Year
22.63%
11.02%
Alpha – 3 Years
2.21%
7.25%
Information Ratio – 3 Years
0.15
0.86
Volatility – 1 Year
28.49%
23.09%
Volatility – 3 Years
24.50%
17.79%
Beta – 1 Year
1.39
1.11
Beta – 3 Years
1.24
0.93
Sharpe Ratio – 1 Year
0.80
0.51
Sharpe Ratio – 3 Years
0.46
0.79
Worst Rolling Year
-3.89%
19.32%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−30.92%
−18.72%
Recovery Period
484 days
46 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 19% · S 80%
Number of Stocks
29
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—