Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
MOAT - Moderate Compounders
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%
2.75%
6 Months
10.86%
8.17%
1 Year
−4.49%
3.28%
3 Years
22.00%
8.41%
5 Years
21.09%
12.53%
Since Inception
7.35%
11.01%
Fund Age
8 yrs 9 mo
12 yrs 9 mo
AUM
₹1,454.75 Cr
₹16.57 Cr
Alpha – 1 Year
−7.47%
−1.44%
Alpha – 3 Years
10.11%
−3.68%
Information Ratio – 3 Years
0.32
-0.32
Volatility – 1 Year
31.30%
20.74%
Volatility – 3 Years
27.30%
17.91%
Beta – 1 Year
1.42
1.13
Beta – 3 Years
1.22
1.09
Sharpe Ratio – 1 Year
-0.18
0.00
Sharpe Ratio – 3 Years
0.66
0.32
Worst Rolling Year
-30.88%
-16.89%
Value at Worst Rolling Year
₹0.69 Cr
₹0.83 Cr
Deepest Drawdown
−34.06%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
73.60%
Median Rolling Year
31.74%
13.43%
5-Year Rolling Windows Positive
82.61%
88.30%
Market-Cap Mix
L 0% · S 88%
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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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%