Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
0.18%
6 Months
29.52%
2.87%
1 Year
27.35%
3.77%
3 Years
14.30%
6.69%
5 Years
12.28%
6.74%
Since Inception
21.22%
10.62%
Fund Age
9 yrs 10 mo
12 yrs 1 mo
AUM
₹374.43 Cr
₹61.33 Cr
Alpha – 1 Year
22.63%
−5.66%
Alpha – 3 Years
2.21%
−3.03%
Information Ratio – 3 Years
0.15
-1.20
Volatility – 1 Year
28.49%
3.14%
Volatility – 3 Years
24.50%
2.07%
Beta – 1 Year
1.39
-0.20
Beta – 3 Years
1.24
-0.08
Sharpe Ratio – 1 Year
0.80
-0.40
Sharpe Ratio – 3 Years
0.46
0.62
Worst Rolling Year
-3.89%
-3.43%
Value at Worst Rolling Year
₹0.96 Cr
₹0.97 Cr
Deepest Drawdown
−30.92%
—
Recovery Period
484 days
—
1-Year Rolling Windows Positive
98.76%
99.16%
Median Rolling Year
18.04%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
—
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%