Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
0.50%
6 Months
29.52%
2.02%
1 Year
27.35%
0.60%
3 Years
14.30%
8.21%
5 Years
12.28%
5.75%
Since Inception
21.22%
9.73%
Fund Age
9 yrs 10 mo
6 yrs
AUM
₹374.43 Cr
₹128.19 Cr
Alpha – 1 Year
22.63%
1.03%
Alpha – 3 Years
2.21%
−0.36%
Information Ratio – 3 Years
0.15
0.12
Volatility – 1 Year
28.49%
19.24%
Volatility – 3 Years
24.50%
14.76%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
1.24
0.95
Sharpe Ratio – 1 Year
0.80
-0.16
Sharpe Ratio – 3 Years
0.46
0.24
Worst Rolling Year
-3.89%
0.20%
Value at Worst Rolling Year
₹0.96 Cr
₹1.00 Cr
Deepest Drawdown
−30.92%
−18.72%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
98.09%
Median Rolling Year
18.04%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
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%