Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
10.24%
6 Months
29.52%
31.65%
1 Year
27.35%
26.47%
3 Years
14.30%
18.72%
5 Years
12.28%
16.28%
Since Inception
21.22%
14.51%
Fund Age
9 yrs 10 mo
10 yrs 10 mo
AUM
₹374.43 Cr
₹423.36 Cr
Alpha – 1 Year
22.63%
21.75%
Alpha – 3 Years
2.21%
6.63%
Information Ratio – 3 Years
0.15
0.36
Volatility – 1 Year
28.49%
28.25%
Volatility – 3 Years
24.50%
24.90%
Beta – 1 Year
1.39
1.32
Beta – 3 Years
1.24
1.13
Sharpe Ratio – 1 Year
0.80
0.78
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
-3.89%
-5.98%
Value at Worst Rolling Year
₹0.96 Cr
₹0.94 Cr
Deepest Drawdown
−30.92%
−31.67%
Recovery Period
484 days
492 days
1-Year Rolling Windows Positive
98.76%
86.69%
Median Rolling Year
18.04%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 12% · M 6% · S 82%
Number of Stocks
29
62
Portfolio P/E
36.10
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%