Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
JM-Apex
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%
5.10%
6 Months
10.86%
17.39%
1 Year
−4.49%
20.93%
3 Years
22.00%
17.01%
5 Years
21.09%
—
Since Inception
7.35%
19.54%
Fund Age
8 yrs 9 mo
3 yrs 6 mo
AUM
₹1,454.75 Cr
₹615.02 Cr
Alpha – 1 Year
−7.47%
16.21%
Alpha – 3 Years
10.11%
4.92%
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
31.30%
19.36%
Volatility – 3 Years
27.30%
18.51%
Beta – 1 Year
1.42
1.01
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.18
0.81
Sharpe Ratio – 3 Years
0.66
0.72
Worst Rolling Year
-30.88%
—
Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
83.55%
—
Median Rolling Year
31.74%
—
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%