Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Solidarity Advisors - Prudence
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%
8.45%
6 Months
10.86%
29.49%
1 Year
−4.49%
37.09%
3 Years
22.00%
18.49%
5 Years
21.09%
12.39%
Since Inception
7.35%
18.64%
Fund Age
8 yrs 9 mo
10 yrs 3 mo
AUM
₹1,454.75 Cr
₹1,760.35 Cr
Alpha – 1 Year
−7.47%
32.37%
Alpha – 3 Years
10.11%
6.40%
Information Ratio – 3 Years
0.32
0.52
Volatility – 1 Year
31.30%
25.02%
Volatility – 3 Years
27.30%
18.27%
Beta – 1 Year
1.42
1.22
Beta – 3 Years
1.22
0.89
Sharpe Ratio – 1 Year
-0.18
1.18
Sharpe Ratio – 3 Years
0.66
0.74
Worst Rolling Year
-30.88%
-0.28%
Value at Worst Rolling Year
₹0.69 Cr
₹1.00 Cr
Deepest Drawdown
−34.06%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
83.55%
99.89%
Median Rolling Year
31.74%
16.20%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%