Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
29.52%
14.24%
1 Year
27.35%
9.21%
3 Years
14.30%
8.31%
5 Years
12.28%
7.74%
Since Inception
21.22%
11.80%
Fund Age
9 yrs 10 mo
10 yrs 3 mo
AUM
₹374.43 Cr
₹251.07 Cr
Alpha – 1 Year
22.63%
4.51%
Alpha – 3 Years
2.21%
−2.91%
Information Ratio – 3 Years
0.15
-0.50
Volatility – 1 Year
28.49%
21.09%
Volatility – 3 Years
24.50%
15.86%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
1.24
0.93
Sharpe Ratio – 1 Year
0.80
0.27
Sharpe Ratio – 3 Years
0.46
0.26
Worst Rolling Year
-3.89%
-3.45%
Value at Worst Rolling Year
₹0.96 Cr
₹0.97 Cr
Deepest Drawdown
−30.92%
−19.63%
Recovery Period
484 days
469 days
1-Year Rolling Windows Positive
98.76%
97.82%
Median Rolling Year
18.04%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 30% · M 32% · S 34%
Number of Stocks
29
28
Portfolio P/E
36.10
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%