Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
ICICI Prudential - Contra 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%
0.77%
6 Months
29.52%
0.72%
1 Year
27.35%
7.26%
3 Years
14.30%
15.71%
5 Years
12.28%
16.27%
Since Inception
21.22%
18.01%
Fund Age
9 yrs 10 mo
7 yrs 11 mo
AUM
₹374.43 Cr
₹14,208.27 Cr
Alpha – 1 Year
22.63%
2.54%
Alpha – 3 Years
2.21%
3.62%
Information Ratio – 3 Years
0.15
0.79
Volatility – 1 Year
28.49%
16.69%
Volatility – 3 Years
24.50%
15.09%
Beta – 1 Year
1.39
0.95
Beta – 3 Years
1.24
0.95
Sharpe Ratio – 1 Year
0.80
0.18
Sharpe Ratio – 3 Years
0.46
0.70
Worst Rolling Year
-3.89%
12.54%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−30.92%
−18.56%
Recovery Period
484 days
241 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 68% · M 7% · S 24%
Number of Stocks
29
42
Portfolio P/E
36.10
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%