Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
29.52%
8.08%
1 Year
27.35%
10.16%
3 Years
14.30%
15.60%
5 Years
12.28%
—
Since Inception
21.22%
19.84%
Fund Age
9 yrs 10 mo
6 yrs 11 mo
AUM
₹374.43 Cr
₹3.18 Cr
Alpha – 1 Year
22.63%
7.18%
Alpha – 3 Years
2.21%
3.72%
Information Ratio – 3 Years
0.15
0.60
Volatility – 1 Year
28.49%
19.93%
Volatility – 3 Years
24.50%
18.09%
Beta – 1 Year
1.39
1.12
Beta – 3 Years
1.24
1.14
Sharpe Ratio – 1 Year
0.80
0.31
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
-3.89%
14.68%
Value at Worst Rolling Year
₹0.96 Cr
₹1.15 Cr
Deepest Drawdown
−30.92%
−19.38%
Recovery Period
484 days
493 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 31% · M 55% · S 12%
Number of Stocks
29
29
Portfolio P/E
36.10
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –