Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
7.67%
6 Months
29.52%
27.70%
1 Year
27.35%
47.52%
3 Years
14.30%
23.98%
5 Years
12.28%
15.87%
Since Inception
21.22%
18.55%
Fund Age
9 yrs 10 mo
16 yrs 2 mo
AUM
₹374.43 Cr
₹1,022.92 Cr
Alpha – 1 Year
22.63%
42.80%
Alpha – 3 Years
2.21%
11.89%
Information Ratio – 3 Years
0.15
1.12
Volatility – 1 Year
28.49%
28.29%
Volatility – 3 Years
24.50%
20.76%
Beta – 1 Year
1.39
1.36
Beta – 3 Years
1.24
1.07
Sharpe Ratio – 1 Year
0.80
1.33
Sharpe Ratio – 3 Years
0.46
0.99
Worst Rolling Year
-3.89%
-4.58%
Value at Worst Rolling Year
₹0.96 Cr
₹0.95 Cr
Deepest Drawdown
−30.92%
−19.51%
Recovery Period
484 days
115 days
1-Year Rolling Windows Positive
98.76%
97.86%
Median Rolling Year
18.04%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 22% · M 32% · S 42%
Number of Stocks
29
26
Portfolio P/E
36.10
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%