Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
−0.03%
6 Months
29.52%
1.95%
1 Year
27.35%
9.19%
3 Years
14.30%
16.93%
5 Years
12.28%
11.74%
Since Inception
21.22%
12.55%
Fund Age
9 yrs 10 mo
7 yrs 3 mo
AUM
₹374.43 Cr
₹17.39 Cr
Alpha – 1 Year
22.63%
9.54%
Alpha – 3 Years
2.21%
7.93%
Information Ratio – 3 Years
0.15
0.83
Volatility – 1 Year
28.49%
16.46%
Volatility – 3 Years
24.50%
13.48%
Beta – 1 Year
1.39
0.82
Beta – 3 Years
1.24
0.74
Sharpe Ratio – 1 Year
0.80
0.29
Sharpe Ratio – 3 Years
0.46
0.84
Worst Rolling Year
-3.89%
3.01%
Value at Worst Rolling Year
₹0.96 Cr
₹1.03 Cr
Deepest Drawdown
−30.92%
−16.15%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 27% · M 18% · S 26%
Number of Stocks
29
53
Portfolio P/E
36.10
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%