Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
SMC Global - Growth
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%
5.80%
6 Months
29.52%
20.03%
1 Year
27.35%
17.27%
3 Years
14.30%
12.81%
5 Years
12.28%
11.98%
Since Inception
21.22%
14.70%
Fund Age
9 yrs 10 mo
6 yrs 10 mo
AUM
₹374.43 Cr
₹201.68 Cr
Alpha – 1 Year
22.63%
12.55%
Alpha – 3 Years
2.21%
0.73%
Information Ratio – 3 Years
0.15
0.15
Volatility – 1 Year
28.49%
22.73%
Volatility – 3 Years
24.50%
20.11%
Beta – 1 Year
1.39
1.17
Beta – 3 Years
1.24
1.13
Sharpe Ratio – 1 Year
0.80
0.58
Sharpe Ratio – 3 Years
0.46
0.44
Worst Rolling Year
-3.89%
7.98%
Value at Worst Rolling Year
₹0.96 Cr
₹1.08 Cr
Deepest Drawdown
−30.92%
−25.65%
Recovery Period
484 days
520 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 38% · M 4% · S 49%
Number of Stocks
29
24
Portfolio P/E
36.10
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%