| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Equirus Securities Long Horizon | 24.60% | 27.35% | 6.63% | 14.30% | 12.28% | 21.22% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 13.46% |
| Excess over benchmark | 25.62% | 22.63% | 6.74% | 2.21% | 1.37% | 7.76% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Oct 2024 | 03 Mar 2025 | −30.92% | 138 days | 30 Jun 2026 | 484 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |