Portfolio Management Services (PMS)Compare Schemes
EquiPoise Emerging Stars vs EquiPoise New India Opportunities
Add SchemeGrowth of ₹1 Crore
EquiPoise Emerging Stars
EquiPoise New India Opportunities
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.56%
3.18%
6 Months
15.23%
8.17%
1 Year
13.25%
9.87%
3 Years
—
—
5 Years
—
—
Since Inception
0.69%
2.94%
Fund Age
19 mo
19 mo
AUM
₹9.38 Cr
₹65.36 Cr
Alpha – 1 Year
8.53%
5.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.97%
19.65%
Volatility – 3 Years
—
—
Beta – 1 Year
1.23
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
0.31
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.23%
−15.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%