Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Marathon Trends - Trend Following
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%
1.43%
6 Months
29.52%
0.81%
1 Year
27.35%
7.79%
3 Years
14.30%
9.10%
5 Years
12.28%
—
Since Inception
21.22%
17.42%
Fund Age
9 yrs 10 mo
8 yrs 11 mo
AUM
₹374.43 Cr
₹342.11 Cr
Alpha – 1 Year
22.63%
3.07%
Alpha – 3 Years
2.21%
−2.99%
Information Ratio – 3 Years
0.15
0.29
Volatility – 1 Year
28.49%
17.73%
Volatility – 3 Years
24.50%
15.85%
Beta – 1 Year
1.39
1.00
Beta – 3 Years
1.24
0.98
Sharpe Ratio – 1 Year
0.80
0.21
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
-3.89%
9.10%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−30.92%
−24.26%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 40% · M 35% · S 22%
Number of Stocks
29
23
Portfolio P/E
36.10
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%