Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
0.36%
6 Months
29.52%
5.01%
1 Year
27.35%
−5.33%
3 Years
14.30%
1.25%
5 Years
12.28%
−1.56%
Since Inception
21.22%
10.94%
Fund Age
9 yrs 10 mo
6 yrs 11 mo
AUM
₹374.43 Cr
₹122.91 Cr
Alpha – 1 Year
22.63%
−8.31%
Alpha – 3 Years
2.21%
−10.64%
Information Ratio – 3 Years
0.15
-0.98
Volatility – 1 Year
28.49%
16.35%
Volatility – 3 Years
24.50%
16.88%
Beta – 1 Year
1.39
0.87
Beta – 3 Years
1.24
0.86
Sharpe Ratio – 1 Year
0.80
-0.59
Sharpe Ratio – 3 Years
0.46
-0.17
Worst Rolling Year
-3.89%
-5.79%
Value at Worst Rolling Year
₹0.96 Cr
₹0.94 Cr
Deepest Drawdown
−30.92%
−20.60%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
54.01%
Median Rolling Year
18.04%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
M 4% · S 95%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%