Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
29.52%
20.32%
1 Year
27.35%
29.93%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
15.24%
Fund Age
9 yrs 10 mo
1 yr 9 mo
AUM
₹374.43 Cr
₹3.17 Cr
Alpha – 1 Year
22.63%
25.21%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
28.49%
24.54%
Volatility – 3 Years
24.50%
—
Beta – 1 Year
1.39
1.19
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.80
0.97
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-3.89%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−30.92%
−12.48%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
—
Median Rolling Year
18.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 28% · M 19% · S 50%
Number of Stocks
29
36
Portfolio P/E
36.10
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –