Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Purnartha Vision Strategy
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%
5.60%
6 Months
10.86%
9.69%
1 Year
−4.49%
14.36%
3 Years
22.00%
13.50%
5 Years
21.09%
8.53%
Since Inception
7.35%
11.34%
Fund Age
8 yrs 9 mo
5 yrs 5 mo
AUM
₹1,454.75 Cr
₹190.75 Cr
Alpha – 1 Year
−7.47%
9.64%
Alpha – 3 Years
10.11%
1.41%
Information Ratio – 3 Years
0.32
0.20
Volatility – 1 Year
31.30%
24.59%
Volatility – 3 Years
27.30%
18.73%
Beta – 1 Year
1.42
1.16
Beta – 3 Years
1.22
1.03
Sharpe Ratio – 1 Year
-0.18
0.44
Sharpe Ratio – 3 Years
0.66
0.52
Worst Rolling Year
-30.88%
8.91%
Value at Worst Rolling Year
₹0.69 Cr
₹1.09 Cr
Deepest Drawdown
−34.06%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
13.01%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%