Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
ICICI Prudential - Pipe Portfolio
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%
3.18%
6 Months
10.86%
10.33%
1 Year
−4.49%
12.88%
3 Years
22.00%
16.20%
5 Years
21.09%
21.51%
Since Inception
7.35%
24.95%
Fund Age
8 yrs 9 mo
6 yrs 11 mo
AUM
₹1,454.75 Cr
₹7,993.92 Cr
Alpha – 1 Year
−7.47%
8.16%
Alpha – 3 Years
10.11%
4.11%
Information Ratio – 3 Years
0.32
0.49
Volatility – 1 Year
31.30%
18.08%
Volatility – 3 Years
27.30%
17.36%
Beta – 1 Year
1.42
0.97
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
0.46
Sharpe Ratio – 3 Years
0.66
0.65
Worst Rolling Year
-30.88%
16.21%
Value at Worst Rolling Year
₹0.69 Cr
₹1.16 Cr
Deepest Drawdown
−34.06%
−22.83%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
30.09%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
M 14% · S 84%
Number of Stocks
—
41
Portfolio P/E
—
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%