Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.79%
6 Months
−5.56%
13.10%
1 Year
34.70%
18.11%
3 Years
27.41%
14.56%
5 Years
32.51%
8.71%
Since Inception
32.15%
13.67%
Fund Age
13 yrs 6 mo
11 yrs 2 mo
AUM
₹2,318.72 Cr
₹138.06 Cr
Alpha – 1 Year
35.05%
18.46%
Alpha – 3 Years
18.41%
5.57%
Information Ratio – 3 Years
1.03
0.62
Volatility – 1 Year
21.67%
22.83%
Volatility – 3 Years
15.53%
16.72%
Beta – 1 Year
0.28
1.29
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
0.61
Sharpe Ratio – 3 Years
1.31
0.55
Worst Rolling Year
-17.36%
-8.44%
Value at Worst Rolling Year
₹0.83 Cr
₹0.92 Cr
Deepest Drawdown
−21.72%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
88.36%
92.53%
Median Rolling Year
37.79%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 38% · M 14% · S 45%
Number of Stocks
9
18
Portfolio P/E
14.68
38.70
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%