Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.54%
6.38%
6 Months
29.52%
30.29%
1 Year
27.35%
21.45%
3 Years
14.30%
18.94%
5 Years
12.28%
—
Since Inception
21.22%
23.25%
Fund Age
9 yrs 10 mo
3 yrs 1 mo
AUM
₹374.43 Cr
₹185.04 Cr
Alpha – 1 Year
22.63%
16.73%
Alpha – 3 Years
2.21%
6.85%
Information Ratio – 3 Years
0.15
0.59
Volatility – 1 Year
28.49%
29.11%
Volatility – 3 Years
24.50%
25.42%
Beta – 1 Year
1.39
1.26
Beta – 3 Years
1.24
1.13
Sharpe Ratio – 1 Year
0.80
0.62
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
-3.89%
18.95%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−30.92%
−27.74%
Recovery Period
484 days
472 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
40
Portfolio P/E
36.10
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%