Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Marcellus - Rising Giants
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%
0.40%
6 Months
29.52%
4.60%
1 Year
27.35%
−5.85%
3 Years
14.30%
5.64%
5 Years
12.28%
—
Since Inception
21.22%
−0.46%
Fund Age
9 yrs 10 mo
4 yrs 7 mo
AUM
₹374.43 Cr
₹87.75 Cr
Alpha – 1 Year
22.63%
−8.83%
Alpha – 3 Years
2.21%
−6.25%
Information Ratio – 3 Years
0.15
-0.73
Volatility – 1 Year
28.49%
16.46%
Volatility – 3 Years
24.50%
15.18%
Beta – 1 Year
1.39
0.88
Beta – 3 Years
1.24
0.84
Sharpe Ratio – 1 Year
0.80
-0.62
Sharpe Ratio – 3 Years
0.46
0.08
Worst Rolling Year
-3.89%
-2.49%
Value at Worst Rolling Year
₹0.96 Cr
₹0.98 Cr
Deepest Drawdown
−30.92%
−20.88%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
87.97%
Median Rolling Year
18.04%
5.97%
5-Year Rolling Windows Positive
100.00%
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%