Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Sowilo Multicap Fund
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%
3.12%
6 Months
29.52%
20.18%
1 Year
27.35%
17.30%
3 Years
14.30%
18.32%
5 Years
12.28%
—
Since Inception
21.22%
21.17%
Fund Age
9 yrs 10 mo
3 yrs 2 mo
AUM
₹374.43 Cr
₹171.55 Cr
Alpha – 1 Year
22.63%
12.58%
Alpha – 3 Years
2.21%
6.23%
Information Ratio – 3 Years
0.15
0.82
Volatility – 1 Year
28.49%
24.39%
Volatility – 3 Years
24.50%
21.61%
Beta – 1 Year
1.39
1.30
Beta – 3 Years
1.24
1.25
Sharpe Ratio – 1 Year
0.80
0.55
Sharpe Ratio – 3 Years
0.46
0.70
Worst Rolling Year
-3.89%
18.30%
Value at Worst Rolling Year
₹0.96 Cr
₹1.18 Cr
Deepest Drawdown
−30.92%
−26.88%
Recovery Period
484 days
487 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 4% · M 4% · S 88%
Number of Stocks
29
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%