Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
10.86%
4.79%
1 Year
−4.49%
−0.59%
3 Years
22.00%
11.57%
5 Years
21.09%
13.86%
Since Inception
7.35%
15.96%
Fund Age
8 yrs 9 mo
5 yrs 5 mo
AUM
₹1,454.75 Cr
₹45.81 Cr
Alpha – 1 Year
−7.47%
−5.31%
Alpha – 3 Years
10.11%
−0.52%
Information Ratio – 3 Years
0.32
-0.06
Volatility – 1 Year
31.30%
21.96%
Volatility – 3 Years
27.30%
17.35%
Beta – 1 Year
1.42
1.19
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
-0.16
Sharpe Ratio – 3 Years
0.66
0.42
Worst Rolling Year
-30.88%
10.84%
Value at Worst Rolling Year
₹0.69 Cr
₹1.11 Cr
Deepest Drawdown
−34.06%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
22.71%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%