Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
White Oak India Select Equity 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%
4.84%
6 Months
29.52%
7.61%
1 Year
27.35%
−0.76%
3 Years
14.30%
11.28%
5 Years
12.28%
9.58%
Since Inception
21.22%
11.67%
Fund Age
9 yrs 10 mo
7 yrs 11 mo
AUM
₹374.43 Cr
₹12.5 Cr
Alpha – 1 Year
22.63%
−3.74%
Alpha – 3 Years
2.21%
−0.61%
Information Ratio – 3 Years
0.15
-0.06
Volatility – 1 Year
28.49%
20.02%
Volatility – 3 Years
24.50%
16.21%
Beta – 1 Year
1.39
1.05
Beta – 3 Years
1.24
0.91
Sharpe Ratio – 1 Year
0.80
-0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
-3.89%
8.66%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−30.92%
−24.66%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
36.10
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%