Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Eureka signature approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.53%
6 Months
10.86%
8.20%
1 Year
−4.49%
10.87%
3 Years
22.00%
16.09%
5 Years
21.09%
14.49%
Since Inception
7.35%
9.93%
Fund Age
8 yrs 9 mo
8 yrs 9 mo
AUM
₹1,454.75 Cr
₹64.23 Cr
Alpha – 1 Year
−7.47%
7.11%
Alpha – 3 Years
10.11%
5.20%
Information Ratio – 3 Years
0.32
0.63
Volatility – 1 Year
31.30%
21.13%
Volatility – 3 Years
27.30%
19.82%
Beta – 1 Year
1.42
1.16
Beta – 3 Years
1.22
1.20
Sharpe Ratio – 1 Year
-0.18
0.35
Sharpe Ratio – 3 Years
0.66
0.59
Worst Rolling Year
-30.88%
-6.69%
Value at Worst Rolling Year
₹0.69 Cr
₹0.93 Cr
Deepest Drawdown
−34.06%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
83.55%
90.85%
Median Rolling Year
31.74%
19.50%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / –