Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Motilal Oswal - Value Migration
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%
0.78%
6 Months
10.86%
11.75%
1 Year
−4.49%
−2.37%
3 Years
22.00%
17.81%
5 Years
21.09%
14.66%
Since Inception
7.35%
18.91%
Fund Age
8 yrs 9 mo
23 yrs 5 mo
AUM
₹1,454.75 Cr
₹3,220.2 Cr
Alpha – 1 Year
−7.47%
−5.35%
Alpha – 3 Years
10.11%
5.93%
Information Ratio – 3 Years
0.32
0.54
Volatility – 1 Year
31.30%
21.49%
Volatility – 3 Years
27.30%
20.84%
Beta – 1 Year
1.42
1.07
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
-0.18
-0.27
Sharpe Ratio – 3 Years
0.66
0.64
Worst Rolling Year
-30.88%
-7.44%
Value at Worst Rolling Year
₹0.69 Cr
₹0.93 Cr
Deepest Drawdown
−34.06%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
94.32%
Median Rolling Year
31.74%
14.52%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%