Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
29.52%
13.10%
1 Year
27.35%
18.11%
3 Years
14.30%
14.56%
5 Years
12.28%
8.71%
Since Inception
21.22%
13.67%
Fund Age
9 yrs 10 mo
11 yrs 2 mo
AUM
₹374.43 Cr
₹138.06 Cr
Alpha – 1 Year
22.63%
18.46%
Alpha – 3 Years
2.21%
5.57%
Information Ratio – 3 Years
0.15
0.62
Volatility – 1 Year
28.49%
22.83%
Volatility – 3 Years
24.50%
16.72%
Beta – 1 Year
1.39
1.29
Beta – 3 Years
1.24
1.00
Sharpe Ratio – 1 Year
0.80
0.61
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
-3.89%
-8.44%
Value at Worst Rolling Year
₹0.96 Cr
₹0.92 Cr
Deepest Drawdown
−30.92%
−17.10%
Recovery Period
484 days
115 days
1-Year Rolling Windows Positive
98.76%
92.53%
Median Rolling Year
18.04%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 38% · M 14% · S 45%
Number of Stocks
29
18
Portfolio P/E
36.10
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%