Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
ICICI Prudential - Pipe 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%
3.18%
6 Months
29.52%
10.33%
1 Year
27.35%
12.88%
3 Years
14.30%
16.20%
5 Years
12.28%
21.51%
Since Inception
21.22%
24.95%
Fund Age
9 yrs 10 mo
6 yrs 11 mo
AUM
₹374.43 Cr
₹7,993.92 Cr
Alpha – 1 Year
22.63%
8.16%
Alpha – 3 Years
2.21%
4.11%
Information Ratio – 3 Years
0.15
0.49
Volatility – 1 Year
28.49%
18.08%
Volatility – 3 Years
24.50%
17.36%
Beta – 1 Year
1.39
0.97
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
0.46
Sharpe Ratio – 3 Years
0.46
0.65
Worst Rolling Year
-3.89%
16.21%
Value at Worst Rolling Year
₹0.96 Cr
₹1.16 Cr
Deepest Drawdown
−30.92%
−22.83%
Recovery Period
484 days
472 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
30.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
M 14% · S 84%
Number of Stocks
29
41
Portfolio P/E
36.10
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%