Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
1.24%
6 Months
29.52%
7.09%
1 Year
27.35%
17.57%
3 Years
14.30%
20.39%
5 Years
12.28%
—
Since Inception
21.22%
19.75%
Fund Age
9 yrs 10 mo
4 yrs 2 mo
AUM
₹374.43 Cr
₹49.8 Cr
Alpha – 1 Year
22.63%
16.32%
Alpha – 3 Years
2.21%
14.92%
Information Ratio – 3 Years
0.15
1.66
Volatility – 1 Year
28.49%
7.36%
Volatility – 3 Years
24.50%
8.69%
Beta – 1 Year
1.39
1.50
Beta – 3 Years
1.24
0.91
Sharpe Ratio – 1 Year
0.80
1.55
Sharpe Ratio – 3 Years
0.46
1.63
Worst Rolling Year
-3.89%
18.51%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−30.92%
—
Recovery Period
484 days
—
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
21.68%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%