Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Pace - Secure
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%
−0.11%
6 Months
29.52%
2.89%
1 Year
27.35%
7.86%
3 Years
14.30%
10.62%
5 Years
12.28%
10.19%
Since Inception
21.22%
9.46%
Fund Age
9 yrs 10 mo
5 yrs 7 mo
AUM
₹374.43 Cr
₹158.06 Cr
Alpha – 1 Year
22.63%
−1.70%
Alpha – 3 Years
2.21%
0.86%
Information Ratio – 3 Years
0.15
0.37
Volatility – 1 Year
28.49%
1.80%
Volatility – 3 Years
24.50%
3.43%
Beta – 1 Year
1.39
0.81
Beta – 3 Years
1.24
0.63
Sharpe Ratio – 1 Year
0.80
1.30
Sharpe Ratio – 3 Years
0.46
1.53
Worst Rolling Year
-3.89%
8.14%
Value at Worst Rolling Year
₹0.96 Cr
₹1.08 Cr
Deepest Drawdown
−30.92%
—
Recovery Period
484 days
—
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
11.61%
5-Year Rolling Windows Positive
100.00%
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%
—
Top Sectors
—
—
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%