Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
ICICI Prudential - Large Cap Portfolio
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%
2.16%
6 Months
29.52%
3.15%
1 Year
27.35%
11.06%
3 Years
14.30%
18.79%
5 Years
12.28%
15.00%
Since Inception
21.22%
16.01%
Fund Age
9 yrs 10 mo
17 yrs 5 mo
AUM
₹374.43 Cr
₹905.13 Cr
Alpha – 1 Year
22.63%
11.41%
Alpha – 3 Years
2.21%
9.79%
Information Ratio – 3 Years
0.15
1.56
Volatility – 1 Year
28.49%
18.35%
Volatility – 3 Years
24.50%
16.43%
Beta – 1 Year
1.39
1.10
Beta – 3 Years
1.24
1.12
Sharpe Ratio – 1 Year
0.80
0.38
Sharpe Ratio – 3 Years
0.46
0.82
Worst Rolling Year
-3.89%
-6.60%
Value at Worst Rolling Year
₹0.96 Cr
₹0.93 Cr
Deepest Drawdown
−30.92%
−20.17%
Recovery Period
484 days
308 days
1-Year Rolling Windows Positive
98.76%
98.49%
Median Rolling Year
18.04%
16.07%
5-Year Rolling Windows Positive
100.00%
99.33%
Market-Cap Mix
M 4% · S 95%
L 91% · M 6% · S 0%
Number of Stocks
29
28
Portfolio P/E
36.10
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%