Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
2.75%
6 Months
10.86%
26.95%
1 Year
−4.49%
13.12%
3 Years
22.00%
17.80%
5 Years
21.09%
15.04%
Since Inception
7.35%
22.70%
Fund Age
8 yrs 9 mo
8 yrs
AUM
₹1,454.75 Cr
₹357.26 Cr
Alpha – 1 Year
−7.47%
10.14%
Alpha – 3 Years
10.11%
5.90%
Information Ratio – 3 Years
0.32
0.31
Volatility – 1 Year
31.30%
32.38%
Volatility – 3 Years
27.30%
25.45%
Beta – 1 Year
1.42
1.68
Beta – 3 Years
1.22
1.37
Sharpe Ratio – 1 Year
-0.18
0.36
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
-30.88%
11.19%
Value at Worst Rolling Year
₹0.69 Cr
₹1.11 Cr
Deepest Drawdown
−34.06%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
27.28%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%