Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
29.52%
24.02%
1 Year
27.35%
36.06%
3 Years
14.30%
24.43%
5 Years
12.28%
16.10%
Since Inception
21.22%
15.98%
Fund Age
9 yrs 10 mo
14 yrs 10 mo
AUM
₹374.43 Cr
₹214.08 Cr
Alpha – 1 Year
22.63%
31.34%
Alpha – 3 Years
2.21%
12.34%
Information Ratio – 3 Years
0.15
1.07
Volatility – 1 Year
28.49%
26.85%
Volatility – 3 Years
24.50%
19.70%
Beta – 1 Year
1.39
1.34
Beta – 3 Years
1.24
1.03
Sharpe Ratio – 1 Year
0.80
1.08
Sharpe Ratio – 3 Years
0.46
0.96
Worst Rolling Year
-3.89%
-9.81%
Value at Worst Rolling Year
₹0.96 Cr
₹0.90 Cr
Deepest Drawdown
−30.92%
−18.65%
Recovery Period
484 days
63 days
1-Year Rolling Windows Positive
98.76%
90.43%
Median Rolling Year
18.04%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 40% · M 33% · S 24%
Number of Stocks
29
31
Portfolio P/E
36.10
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%