Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
10.86%
5.19%
1 Year
−4.49%
−0.45%
3 Years
22.00%
11.72%
5 Years
21.09%
—
Since Inception
7.35%
12.62%
Fund Age
8 yrs 9 mo
3 yrs 8 mo
AUM
₹1,454.75 Cr
₹42.96 Cr
Alpha – 1 Year
−7.47%
−3.43%
Alpha – 3 Years
10.11%
−0.17%
Information Ratio – 3 Years
0.32
-0.16
Volatility – 1 Year
31.30%
16.93%
Volatility – 3 Years
27.30%
15.20%
Beta – 1 Year
1.42
0.92
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
-0.18
-0.27
Sharpe Ratio – 3 Years
0.66
0.45
Worst Rolling Year
-30.88%
11.64%
Value at Worst Rolling Year
₹0.69 Cr
₹1.12 Cr
Deepest Drawdown
−34.06%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
15.01%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%