Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
29.52%
−0.83%
1 Year
27.35%
14.95%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
15.45%
Fund Age
9 yrs 10 mo
4 yrs 1 mo
AUM
₹374.43 Cr
₹67.74 Cr
Alpha – 1 Year
22.63%
8.24%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
0.30
Volatility – 1 Year
28.49%
16.48%
Volatility – 3 Years
24.50%
12.47%
Beta – 1 Year
1.39
1.58
Beta – 3 Years
1.24
1.45
Sharpe Ratio – 1 Year
0.80
0.60
Sharpe Ratio – 3 Years
0.46
0.77
Worst Rolling Year
-3.89%
13.91%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−30.92%
−14.92%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –