Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
4.15%
6 Months
10.86%
18.21%
1 Year
−4.49%
19.11%
3 Years
22.00%
23.58%
5 Years
21.09%
18.40%
Since Inception
7.35%
13.93%
Fund Age
8 yrs 9 mo
11 yrs 4 mo
AUM
₹1,454.75 Cr
₹13.37 Cr
Alpha – 1 Year
−7.47%
16.13%
Alpha – 3 Years
10.11%
11.69%
Information Ratio – 3 Years
0.32
1.24
Volatility – 1 Year
31.30%
18.18%
Volatility – 3 Years
27.30%
17.99%
Beta – 1 Year
1.42
0.94
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
-0.18
0.75
Sharpe Ratio – 3 Years
0.66
0.97
Worst Rolling Year
-30.88%
—
Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
−20.05%
Recovery Period
Not yet recovered
162 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%
L 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%