Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Profusion Multi Strategy PMS
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%
0.32%
6 Months
29.52%
4.47%
1 Year
27.35%
−9.70%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
13.40%
Fund Age
9 yrs 10 mo
2 yrs 8 mo
AUM
₹374.43 Cr
₹11.72 Cr
Alpha – 1 Year
22.63%
−4.20%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
28.49%
9.16%
Volatility – 3 Years
24.50%
—
Beta – 1 Year
1.39
0.51
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.80
-1.67
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-3.89%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−30.92%
−14.15%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
—
Median Rolling Year
18.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%