Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Right Horizons - India Business Leaders
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%
3.11%
6 Months
10.86%
4.12%
1 Year
−4.49%
−0.25%
3 Years
22.00%
10.95%
5 Years
21.09%
10.56%
Since Inception
7.35%
10.62%
Fund Age
8 yrs 9 mo
13 yrs 8 mo
AUM
₹1,454.75 Cr
₹41.22 Cr
Alpha – 1 Year
−7.47%
0.18%
Alpha – 3 Years
10.11%
2.39%
Information Ratio – 3 Years
0.32
0.52
Volatility – 1 Year
31.30%
20.61%
Volatility – 3 Years
27.30%
17.57%
Beta – 1 Year
1.42
1.24
Beta – 3 Years
1.22
1.19
Sharpe Ratio – 1 Year
-0.18
-0.18
Sharpe Ratio – 3 Years
0.66
0.46
Worst Rolling Year
-30.88%
-10.52%
Value at Worst Rolling Year
₹0.69 Cr
₹0.89 Cr
Deepest Drawdown
−34.06%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
93.48%
Median Rolling Year
31.74%
12.26%
5-Year Rolling Windows Positive
82.61%
99.05%
Market-Cap Mix
L 0% · S 88%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%
2% / 1% / 0%