Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Karma Capital Lotus
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%
2.20%
6 Months
29.52%
9.70%
1 Year
27.35%
10.00%
3 Years
14.30%
17.10%
5 Years
12.28%
—
Since Inception
21.22%
23.10%
Fund Age
9 yrs 10 mo
3 yrs 6 mo
AUM
₹374.43 Cr
₹24.16 Cr
Alpha – 1 Year
22.63%
5.30%
Alpha – 3 Years
2.21%
5.00%
Information Ratio – 3 Years
0.15
0.96
Volatility – 1 Year
28.49%
16.88%
Volatility – 3 Years
24.50%
15.62%
Beta – 1 Year
1.39
0.95
Beta – 3 Years
1.24
0.93
Sharpe Ratio – 1 Year
0.80
0.34
Sharpe Ratio – 3 Years
0.46
0.81
Worst Rolling Year
-3.89%
16.97%
Value at Worst Rolling Year
₹0.96 Cr
₹1.17 Cr
Deepest Drawdown
−30.92%
−19.30%
Recovery Period
484 days
122 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
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%
1% / – / –