Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Nippon - Emerging India - EIP
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%
2.63%
6 Months
29.52%
13.11%
1 Year
27.35%
15.44%
3 Years
14.30%
15.82%
5 Years
12.28%
15.29%
Since Inception
21.22%
15.37%
Fund Age
9 yrs 10 mo
9 yrs 4 mo
AUM
₹374.43 Cr
₹32.48 Cr
Alpha – 1 Year
22.63%
10.72%
Alpha – 3 Years
2.21%
3.73%
Information Ratio – 3 Years
0.15
0.69
Volatility – 1 Year
28.49%
17.99%
Volatility – 3 Years
24.50%
17.45%
Beta – 1 Year
1.39
0.99
Beta – 3 Years
1.24
1.02
Sharpe Ratio – 1 Year
0.80
0.59
Sharpe Ratio – 3 Years
0.46
0.71
Worst Rolling Year
-3.89%
-6.27%
Value at Worst Rolling Year
₹0.96 Cr
₹0.94 Cr
Deepest Drawdown
−30.92%
−21.15%
Recovery Period
484 days
474 days
1-Year Rolling Windows Positive
98.76%
92.43%
Median Rolling Year
18.04%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 8% · M 22% · S 44%
Number of Stocks
29
30
Portfolio P/E
36.10
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%