Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
3.27%
6 Months
10.86%
6.66%
1 Year
−4.49%
7.95%
3 Years
22.00%
14.01%
5 Years
21.09%
12.40%
Since Inception
7.35%
16.07%
Fund Age
8 yrs 9 mo
12 yrs 5 mo
AUM
₹1,454.75 Cr
₹27.98 Cr
Alpha – 1 Year
−7.47%
3.23%
Alpha – 3 Years
10.11%
1.92%
Information Ratio – 3 Years
0.32
0.55
Volatility – 1 Year
31.30%
16.42%
Volatility – 3 Years
27.30%
14.36%
Beta – 1 Year
1.42
0.92
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
-0.18
0.15
Sharpe Ratio – 3 Years
0.66
0.63
Worst Rolling Year
-30.88%
-4.39%
Value at Worst Rolling Year
₹0.69 Cr
₹0.96 Cr
Deepest Drawdown
−34.06%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
83.55%
97.43%
Median Rolling Year
31.74%
15.67%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%