Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
4.17%
6 Months
29.52%
19.62%
1 Year
27.35%
12.19%
3 Years
14.30%
23.51%
5 Years
12.28%
13.96%
Since Inception
21.22%
23.13%
Fund Age
9 yrs 10 mo
6 yrs 7 mo
AUM
₹374.43 Cr
₹2,332.81 Cr
Alpha – 1 Year
22.63%
9.21%
Alpha – 3 Years
2.21%
11.63%
Information Ratio – 3 Years
0.15
0.83
Volatility – 1 Year
28.49%
26.11%
Volatility – 3 Years
24.50%
21.82%
Beta – 1 Year
1.39
1.32
Beta – 3 Years
1.24
1.14
Sharpe Ratio – 1 Year
0.80
0.33
Sharpe Ratio – 3 Years
0.46
0.83
Worst Rolling Year
-3.89%
12.50%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−30.92%
−24.27%
Recovery Period
484 days
461 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 14% · M 33% · S 52%
Number of Stocks
29
33
Portfolio P/E
36.10
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%