Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
ORO-Alpha Value
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.44%
6 Months
10.86%
5.47%
1 Year
−4.49%
6.35%
3 Years
22.00%
—
5 Years
21.09%
—
Since Inception
7.35%
6.04%
Fund Age
8 yrs 9 mo
3 yrs 8 mo
AUM
₹1,454.75 Cr
₹1.28 Cr
Alpha – 1 Year
−7.47%
3.37%
Alpha – 3 Years
10.11%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
31.30%
17.26%
Volatility – 3 Years
27.30%
15.80%
Beta – 1 Year
1.42
0.95
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.18
0.12
Sharpe Ratio – 3 Years
0.66
0.10
Worst Rolling Year
-30.88%
—
Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
—
Median Rolling Year
31.74%
—
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%
0% / 0% / 0%