Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.40%
6 Months
10.86%
4.60%
1 Year
−4.49%
−5.85%
3 Years
22.00%
5.64%
5 Years
21.09%
—
Since Inception
7.35%
−0.46%
Fund Age
8 yrs 9 mo
4 yrs 7 mo
AUM
₹1,454.75 Cr
₹87.75 Cr
Alpha – 1 Year
−7.47%
−8.83%
Alpha – 3 Years
10.11%
−6.25%
Information Ratio – 3 Years
0.32
-0.73
Volatility – 1 Year
31.30%
16.46%
Volatility – 3 Years
27.30%
15.18%
Beta – 1 Year
1.42
0.88
Beta – 3 Years
1.22
0.84
Sharpe Ratio – 1 Year
-0.18
-0.62
Sharpe Ratio – 3 Years
0.66
0.08
Worst Rolling Year
-30.88%
-2.49%
Value at Worst Rolling Year
₹0.69 Cr
₹0.98 Cr
Deepest Drawdown
−34.06%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
87.97%
Median Rolling Year
31.74%
5.97%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%