Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
1.81%
6 Months
10.86%
9.83%
1 Year
−4.49%
13.53%
3 Years
22.00%
28.65%
5 Years
21.09%
30.15%
Since Inception
7.35%
22.72%
Fund Age
8 yrs 9 mo
8 yrs 8 mo
AUM
₹1,454.75 Cr
₹1,835.92 Cr
Alpha – 1 Year
−7.47%
8.81%
Alpha – 3 Years
10.11%
16.56%
Information Ratio – 3 Years
0.32
1.28
Volatility – 1 Year
31.30%
19.12%
Volatility – 3 Years
27.30%
18.89%
Beta – 1 Year
1.42
0.96
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
-0.18
0.47
Sharpe Ratio – 3 Years
0.66
1.16
Worst Rolling Year
-30.88%
-6.00%
Value at Worst Rolling Year
₹0.69 Cr
₹0.94 Cr
Deepest Drawdown
−34.06%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
83.55%
97.32%
Median Rolling Year
31.74%
40.41%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 24% · M 10% · S 45%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 0%
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%