Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
10.86%
11.98%
1 Year
−4.49%
18.12%
3 Years
22.00%
18.24%
5 Years
21.09%
—
Since Inception
7.35%
20.21%
Fund Age
8 yrs 9 mo
4 yrs 8 mo
AUM
₹1,454.75 Cr
₹424.87 Cr
Alpha – 1 Year
−7.47%
13.40%
Alpha – 3 Years
10.11%
6.15%
Information Ratio – 3 Years
0.32
0.85
Volatility – 1 Year
31.30%
22.44%
Volatility – 3 Years
27.30%
19.69%
Beta – 1 Year
1.42
1.22
Beta – 3 Years
1.22
1.10
Sharpe Ratio – 1 Year
-0.18
0.61
Sharpe Ratio – 3 Years
0.66
0.80
Worst Rolling Year
-30.88%
18.24%
Value at Worst Rolling Year
₹0.69 Cr
₹1.18 Cr
Deepest Drawdown
−34.06%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
24.33%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
M 1% · S 89%
Number of Stocks
—
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%