Portfolio Management Services (PMS)Compare Schemes
EquiPoise Emerging Stars vs Omni Energy Transition
Add SchemeGrowth of ₹1 Crore
EquiPoise Emerging Stars
Omni Energy Transition
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%
−4.42%
6 Months
15.23%
9.78%
1 Year
13.25%
—
3 Years
—
—
5 Years
—
—
Since Inception
0.69%
−0.53%
Fund Age
19 mo
8 mo
AUM
₹9.38 Cr
₹0.65 Cr
Alpha – 1 Year
8.53%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.97%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.23
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.41
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.23%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 22% · M 24% · S 54%
Number of Stocks
—
14
Portfolio P/E
—
11.10
Top 5 Holdings
—
NHPC Ltd · 8.00%
KEC International Ltd · 8.00%
Power Mech Projects Ltd · 8.00%
Sanghvi Movers Ltd · 8.00%
Power Finance Corporation Ltd · 8.00%
Top Sectors
—
Construction · 32.00%
Financial Services · 24.00%
Power · 24.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%