Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
29.52%
18.29%
1 Year
27.35%
5.81%
3 Years
14.30%
7.48%
5 Years
12.28%
14.52%
Since Inception
21.22%
24.60%
Fund Age
9 yrs 10 mo
13 yrs 8 mo
AUM
₹374.43 Cr
₹708.2 Cr
Alpha – 1 Year
22.63%
1.09%
Alpha – 3 Years
2.21%
−4.61%
Information Ratio – 3 Years
0.15
-0.16
Volatility – 1 Year
28.49%
29.19%
Volatility – 3 Years
24.50%
22.60%
Beta – 1 Year
1.39
1.53
Beta – 3 Years
1.24
1.17
Sharpe Ratio – 1 Year
0.80
0.14
Sharpe Ratio – 3 Years
0.46
0.29
Worst Rolling Year
-3.89%
-18.85%
Value at Worst Rolling Year
₹0.96 Cr
₹0.81 Cr
Deepest Drawdown
−30.92%
−30.22%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
85.17%
Median Rolling Year
18.04%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%
3% / 2% / 1%