Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Motilal Oswal-Founders
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%
0.25%
6 Months
10.86%
15.19%
1 Year
−4.49%
3.21%
3 Years
22.00%
19.65%
5 Years
21.09%
—
Since Inception
7.35%
25.09%
Fund Age
8 yrs 9 mo
3 yrs 5 mo
AUM
₹1,454.75 Cr
₹4,148.34 Cr
Alpha – 1 Year
−7.47%
0.23%
Alpha – 3 Years
10.11%
7.77%
Information Ratio – 3 Years
0.32
0.62
Volatility – 1 Year
31.30%
21.54%
Volatility – 3 Years
27.30%
22.15%
Beta – 1 Year
1.42
1.06
Beta – 3 Years
1.22
1.15
Sharpe Ratio – 1 Year
-0.18
-0.01
Sharpe Ratio – 3 Years
0.66
0.68
Worst Rolling Year
-30.88%
19.49%
Value at Worst Rolling Year
₹0.69 Cr
₹1.19 Cr
Deepest Drawdown
−34.06%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
21.76%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%