Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.53%
6 Months
10.86%
5.22%
1 Year
−4.49%
8.94%
3 Years
22.00%
10.33%
5 Years
21.09%
10.77%
Since Inception
7.35%
10.49%
Fund Age
8 yrs 9 mo
9 yrs 9 mo
AUM
₹1,454.75 Cr
₹67.62 Cr
Alpha – 1 Year
−7.47%
−0.44%
Alpha – 3 Years
10.11%
0.76%
Information Ratio – 3 Years
0.32
0.44
Volatility – 1 Year
31.30%
2.31%
Volatility – 3 Years
27.30%
1.38%
Beta – 1 Year
1.42
0.41
Beta – 3 Years
1.22
0.46
Sharpe Ratio – 1 Year
-0.18
1.46
Sharpe Ratio – 3 Years
0.66
3.36
Worst Rolling Year
-30.88%
9.87%
Value at Worst Rolling Year
₹0.69 Cr
₹1.10 Cr
Deepest Drawdown
−34.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
10.78%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
—
Number of Stocks
—
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%