Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
TCG Transformative Growth 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%
2.52%
6 Months
29.52%
12.02%
1 Year
27.35%
4.98%
3 Years
14.30%
—
5 Years
12.28%
—
Since Inception
21.22%
2.03%
Fund Age
9 yrs 10 mo
1 yr 10 mo
AUM
₹374.43 Cr
₹167.29 Cr
Alpha – 1 Year
22.63%
0.26%
Alpha – 3 Years
2.21%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
28.49%
26.96%
Volatility – 3 Years
24.50%
—
Beta – 1 Year
1.39
1.44
Beta – 3 Years
1.24
—
Sharpe Ratio – 1 Year
0.80
0.10
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-3.89%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−30.92%
−22.46%
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%
M 5% · S 94%
Number of Stocks
29
20
Portfolio P/E
36.10
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 1.5% / 0%