Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Renaissance - Indianext 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%
2.69%
6 Months
10.86%
5.24%
1 Year
−4.49%
2.85%
3 Years
22.00%
13.52%
5 Years
21.09%
17.79%
Since Inception
7.35%
13.89%
Fund Age
8 yrs 9 mo
8 yrs 4 mo
AUM
₹1,454.75 Cr
₹921.15 Cr
Alpha – 1 Year
−7.47%
−1.87%
Alpha – 3 Years
10.11%
1.43%
Information Ratio – 3 Years
0.32
0.23
Volatility – 1 Year
31.30%
18.02%
Volatility – 3 Years
27.30%
16.70%
Beta – 1 Year
1.42
0.99
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
-0.18
-0.03
Sharpe Ratio – 3 Years
0.66
0.54
Worst Rolling Year
-30.88%
-0.29%
Value at Worst Rolling Year
₹0.69 Cr
₹1.00 Cr
Deepest Drawdown
−34.06%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
99.64%
Median Rolling Year
31.74%
23.46%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 34% · M 28% · S 35%
Number of Stocks
—
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
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% / 1% / 0%