Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
NJ - Multicap
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%
2.92%
6 Months
10.86%
8.20%
1 Year
−4.49%
15.48%
3 Years
22.00%
18.05%
5 Years
21.09%
15.54%
Since Inception
7.35%
14.61%
Fund Age
8 yrs 9 mo
10 yrs 4 mo
AUM
₹1,454.75 Cr
₹747.6 Cr
Alpha – 1 Year
−7.47%
15.83%
Alpha – 3 Years
10.11%
9.06%
Information Ratio – 3 Years
0.32
0.72
Volatility – 1 Year
31.30%
18.67%
Volatility – 3 Years
27.30%
21.45%
Beta – 1 Year
1.42
1.12
Beta – 3 Years
1.22
1.31
Sharpe Ratio – 1 Year
-0.18
0.58
Sharpe Ratio – 3 Years
0.66
0.64
Worst Rolling Year
-30.88%
-13.89%
Value at Worst Rolling Year
₹0.69 Cr
₹0.86 Cr
Deepest Drawdown
−34.06%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
77.45%
Median Rolling Year
31.74%
21.11%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%
1% / 0% / 0%