Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
MOAT - Emerging Moat
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%
2.64%
6 Months
29.52%
5.29%
1 Year
27.35%
2.64%
3 Years
14.30%
8.64%
5 Years
12.28%
—
Since Inception
21.22%
12.31%
Fund Age
9 yrs 10 mo
3 yrs 11 mo
AUM
₹374.43 Cr
₹56.94 Cr
Alpha – 1 Year
22.63%
−2.08%
Alpha – 3 Years
2.21%
−3.45%
Information Ratio – 3 Years
0.15
-0.33
Volatility – 1 Year
28.49%
19.56%
Volatility – 3 Years
24.50%
17.76%
Beta – 1 Year
1.39
1.08
Beta – 3 Years
1.24
1.07
Sharpe Ratio – 1 Year
0.80
-0.05
Sharpe Ratio – 3 Years
0.46
0.31
Worst Rolling Year
-3.89%
8.64%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−30.92%
−25.57%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%