Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
HSBC Aspire Portfolio
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%
3.01%
6 Months
29.52%
10.30%
1 Year
27.35%
9.97%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
11.50%
Fund Age
9 yrs 10 mo
2 yrs 11 mo
AUM
₹374.43 Cr
₹52.29 Cr
Alpha – 1 Year
22.63%
5.25%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
28.49%
19.66%
Volatility – 3 Years
24.50%
18.26%
Beta – 1 Year
1.39
1.10
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.80
0.31
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
-3.89%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−30.92%
−23.91%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
—
Median Rolling Year
18.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 16% · M 27% · S 52%
Number of Stocks
29
30
Portfolio P/E
36.10
30.87
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%
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Top Sectors
—
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%