Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Shriram LEAPS
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%
4.25%
6 Months
10.86%
−2.25%
1 Year
−4.49%
13.70%
3 Years
22.00%
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5 Years
21.09%
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Since Inception
7.35%
13.96%
Fund Age
8 yrs 9 mo
18 mo
AUM
₹1,454.75 Cr
₹0.37 Cr
Alpha – 1 Year
−7.47%
14.05%
Alpha – 3 Years
10.11%
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Information Ratio – 3 Years
0.32
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Volatility – 1 Year
31.30%
17.89%
Volatility – 3 Years
27.30%
—
Beta – 1 Year
1.42
0.96
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.18
0.51
Sharpe Ratio – 3 Years
0.66
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Worst Rolling Year
-30.88%
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Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
−15.73%
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%
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Market-Cap Mix
L 0% · S 88%
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Number of Stocks
—
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Portfolio P/E
—
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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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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