Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
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%
7.09%
1 Year
27.35%
−3.99%
3 Years
14.30%
6.36%
5 Years
12.28%
—
Since Inception
21.22%
8.96%
Fund Age
9 yrs 10 mo
3 yrs 3 mo
AUM
₹374.43 Cr
₹101.42 Cr
Alpha – 1 Year
22.63%
−8.71%
Alpha – 3 Years
2.21%
−5.73%
Information Ratio – 3 Years
0.15
-0.76
Volatility – 1 Year
28.49%
21.06%
Volatility – 3 Years
24.50%
16.81%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
-0.35
Sharpe Ratio – 3 Years
0.46
0.15
Worst Rolling Year
-3.89%
5.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.05 Cr
Deepest Drawdown
−30.92%
−25.09%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
7.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
25
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%
—
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%
0% / 0% / 0%