Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
4.17%
6 Months
10.86%
19.62%
1 Year
−4.49%
12.19%
3 Years
22.00%
23.51%
5 Years
21.09%
13.96%
Since Inception
7.35%
23.13%
Fund Age
8 yrs 9 mo
6 yrs 7 mo
AUM
₹1,454.75 Cr
₹2,332.81 Cr
Alpha – 1 Year
−7.47%
9.21%
Alpha – 3 Years
10.11%
11.63%
Information Ratio – 3 Years
0.32
0.83
Volatility – 1 Year
31.30%
26.11%
Volatility – 3 Years
27.30%
21.82%
Beta – 1 Year
1.42
1.32
Beta – 3 Years
1.22
1.14
Sharpe Ratio – 1 Year
-0.18
0.33
Sharpe Ratio – 3 Years
0.66
0.83
Worst Rolling Year
-30.88%
12.50%
Value at Worst Rolling Year
₹0.69 Cr
₹1.13 Cr
Deepest Drawdown
−34.06%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
23.13%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%