Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
29.52%
2.17%
1 Year
27.35%
7.07%
3 Years
14.30%
15.12%
5 Years
12.28%
—
Since Inception
21.22%
19.80%
Fund Age
9 yrs 10 mo
7 yrs 3 mo
AUM
₹374.43 Cr
₹7.19 Cr
Alpha – 1 Year
22.63%
7.50%
Alpha – 3 Years
2.21%
6.56%
Information Ratio – 3 Years
0.15
1.22
Volatility – 1 Year
28.49%
19.38%
Volatility – 3 Years
24.50%
16.31%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
1.24
1.13
Sharpe Ratio – 1 Year
0.80
0.17
Sharpe Ratio – 3 Years
0.46
0.62
Worst Rolling Year
-3.89%
14.31%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−30.92%
−17.66%
Recovery Period
484 days
308 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 73% · M 25%
Number of Stocks
29
100
Portfolio P/E
36.10
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –