Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Sowilo Multicap Fund
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%
3.12%
6 Months
10.86%
20.18%
1 Year
−4.49%
17.30%
3 Years
22.00%
18.32%
5 Years
21.09%
—
Since Inception
7.35%
21.17%
Fund Age
8 yrs 9 mo
3 yrs 2 mo
AUM
₹1,454.75 Cr
₹171.55 Cr
Alpha – 1 Year
−7.47%
12.58%
Alpha – 3 Years
10.11%
6.23%
Information Ratio – 3 Years
0.32
0.82
Volatility – 1 Year
31.30%
24.39%
Volatility – 3 Years
27.30%
21.61%
Beta – 1 Year
1.42
1.30
Beta – 3 Years
1.22
1.25
Sharpe Ratio – 1 Year
-0.18
0.55
Sharpe Ratio – 3 Years
0.66
0.70
Worst Rolling Year
-30.88%
18.30%
Value at Worst Rolling Year
₹0.69 Cr
₹1.18 Cr
Deepest Drawdown
−34.06%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
19.41%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
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%
1% / 0% / 0%