Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Invesco - Challengers
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%
1.41%
6 Months
29.52%
13.18%
1 Year
27.35%
2.91%
3 Years
14.30%
14.27%
5 Years
12.28%
—
Since Inception
21.22%
11.83%
Fund Age
9 yrs 10 mo
4 yrs 11 mo
AUM
₹374.43 Cr
₹31.01 Cr
Alpha – 1 Year
22.63%
−1.81%
Alpha – 3 Years
2.21%
2.18%
Information Ratio – 3 Years
0.15
0.24
Volatility – 1 Year
28.49%
18.67%
Volatility – 3 Years
24.50%
17.11%
Beta – 1 Year
1.39
0.97
Beta – 3 Years
1.24
0.95
Sharpe Ratio – 1 Year
0.80
-0.04
Sharpe Ratio – 3 Years
0.46
0.56
Worst Rolling Year
-3.89%
12.64%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−30.92%
−24.73%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 4% · S 95%
L 37% · M 30% · S 33%
Number of Stocks
29
26
Portfolio P/E
36.10
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—