Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Incred-Small & MidCap PMS
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%
4.27%
6 Months
29.52%
−8.15%
1 Year
27.35%
−5.39%
3 Years
14.30%
10.81%
5 Years
12.28%
—
Since Inception
21.22%
11.07%
Fund Age
9 yrs 10 mo
5 yrs
AUM
₹374.43 Cr
₹121.08 Cr
Alpha – 1 Year
22.63%
−5.32%
Alpha – 3 Years
2.21%
−2.65%
Information Ratio – 3 Years
0.15
-0.15
Volatility – 1 Year
28.49%
24.51%
Volatility – 3 Years
24.50%
24.85%
Beta – 1 Year
1.39
1.17
Beta – 3 Years
1.24
1.18
Sharpe Ratio – 1 Year
0.80
-0.34
Sharpe Ratio – 3 Years
0.46
0.32
Worst Rolling Year
-3.89%
9.88%
Value at Worst Rolling Year
₹0.96 Cr
₹1.10 Cr
Deepest Drawdown
−30.92%
−34.50%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
M 20% · S 78%
Number of Stocks
29
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%