Portfolio Management Services (PMS)Compare Schemes
EquiPoise New India Opportunities vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
EquiPoise New India Opportunities
ICICI Prudential- Rising Stars Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.18%
−6.06%
6 Months
8.17%
14.81%
1 Year
9.87%
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3 Years
—
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5 Years
—
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Since Inception
2.94%
6.62%
Fund Age
19 mo
7 mo
AUM
₹65.36 Cr
₹376.54 Cr
Alpha – 1 Year
5.15%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
19.65%
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Volatility – 3 Years
—
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Beta – 1 Year
1.08
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.31
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−15.54%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 2% · M 28% · S 68%
Number of Stocks
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33
Portfolio P/E
—
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Top 5 Holdings
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FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
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Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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