Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.54%
2.21%
6 Months
29.52%
21.04%
1 Year
27.35%
21.34%
3 Years
14.30%
19.08%
5 Years
12.28%
23.67%
Since Inception
21.22%
—
Fund Age
9 yrs 10 mo
6 yrs 4 mo
AUM
₹374.43 Cr
₹364.08 Cr
Alpha – 1 Year
22.63%
21.69%
Alpha – 3 Years
2.21%
10.08%
Information Ratio – 3 Years
0.15
0.52
Volatility – 1 Year
28.49%
32.28%
Volatility – 3 Years
24.50%
28.08%
Beta – 1 Year
1.39
1.47
Beta – 3 Years
1.24
1.60
Sharpe Ratio – 1 Year
0.80
0.58
Sharpe Ratio – 3 Years
0.46
0.57
Worst Rolling Year
-3.89%
15.61%
Value at Worst Rolling Year
₹0.96 Cr
₹1.16 Cr
Deepest Drawdown
−30.92%
−31.98%
Recovery Period
484 days
457 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 90% · M 10%
Number of Stocks
29
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%