Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Ksema - Alpha
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%
1.08%
6 Months
29.52%
1.74%
1 Year
27.35%
10.49%
3 Years
14.30%
12.80%
5 Years
12.28%
12.91%
Since Inception
21.22%
15.37%
Fund Age
9 yrs 10 mo
7 yrs 7 mo
AUM
₹374.43 Cr
₹15.96 Cr
Alpha – 1 Year
22.63%
10.84%
Alpha – 3 Years
2.21%
3.80%
Information Ratio – 3 Years
0.15
0.47
Volatility – 1 Year
28.49%
19.22%
Volatility – 3 Years
24.50%
17.53%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
1.24
1.15
Sharpe Ratio – 1 Year
0.80
0.34
Sharpe Ratio – 3 Years
0.46
0.48
Worst Rolling Year
-3.89%
12.46%
Value at Worst Rolling Year
₹0.96 Cr
₹1.12 Cr
Deepest Drawdown
−30.92%
−19.38%
Recovery Period
484 days
275 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 64% · M 15% · S 21%
Number of Stocks
29
38
Portfolio P/E
36.10
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%