Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
ORO - All Weather Portfolio
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%
−0.19%
6 Months
10.86%
−0.42%
1 Year
−4.49%
−4.58%
3 Years
22.00%
16.32%
5 Years
21.09%
13.17%
Since Inception
7.35%
13.94%
Fund Age
8 yrs 9 mo
6 yrs 6 mo
AUM
₹1,454.75 Cr
₹13.16 Cr
Alpha – 1 Year
−7.47%
−7.56%
Alpha – 3 Years
10.11%
4.42%
Information Ratio – 3 Years
0.32
0.49
Volatility – 1 Year
31.30%
16.90%
Volatility – 3 Years
27.30%
17.54%
Beta – 1 Year
1.42
0.86
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
-0.18
-0.52
Sharpe Ratio – 3 Years
0.66
0.69
Worst Rolling Year
-30.88%
3.91%
Value at Worst Rolling Year
₹0.69 Cr
₹1.04 Cr
Deepest Drawdown
−34.06%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
21.20%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 0%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%