Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
29.52%
7.38%
1 Year
27.35%
6.08%
3 Years
14.30%
8.22%
5 Years
12.28%
7.99%
Since Inception
21.22%
12.63%
Fund Age
9 yrs 10 mo
9 yrs 9 mo
AUM
₹374.43 Cr
₹145.75 Cr
Alpha – 1 Year
22.63%
1.36%
Alpha – 3 Years
2.21%
−3.87%
Information Ratio – 3 Years
0.15
-0.60
Volatility – 1 Year
28.49%
20.08%
Volatility – 3 Years
24.50%
16.27%
Beta – 1 Year
1.39
1.12
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
0.13
Sharpe Ratio – 3 Years
0.46
0.24
Worst Rolling Year
-3.89%
-1.76%
Value at Worst Rolling Year
₹0.96 Cr
₹0.98 Cr
Deepest Drawdown
−30.92%
−19.25%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
98.75%
Median Rolling Year
18.04%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 62% · M 20% · S 7%
Number of Stocks
29
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%