Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
10.86%
2.04%
1 Year
−4.49%
13.04%
3 Years
22.00%
15.74%
5 Years
21.09%
14.15%
Since Inception
7.35%
15.13%
Fund Age
8 yrs 9 mo
14 yrs 1 mo
AUM
₹1,454.75 Cr
₹850.7 Cr
Alpha – 1 Year
−7.47%
13.39%
Alpha – 3 Years
10.11%
6.74%
Information Ratio – 3 Years
0.32
1.02
Volatility – 1 Year
31.30%
18.01%
Volatility – 3 Years
27.30%
15.42%
Beta – 1 Year
1.42
1.04
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
-0.18
0.48
Sharpe Ratio – 3 Years
0.66
0.76
Worst Rolling Year
-30.88%
-19.06%
Value at Worst Rolling Year
₹0.69 Cr
₹0.81 Cr
Deepest Drawdown
−34.06%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
83.55%
83.40%
Median Rolling Year
31.74%
18.72%
5-Year Rolling Windows Positive
82.61%
95.45%
Market-Cap Mix
L 0% · S 88%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%