Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
−0.91%
6 Months
10.86%
−6.35%
1 Year
−4.49%
3.05%
3 Years
22.00%
10.74%
5 Years
21.09%
13.00%
Since Inception
7.35%
14.74%
Fund Age
8 yrs 9 mo
7 yrs 8 mo
AUM
₹1,454.75 Cr
₹460.92 Cr
Alpha – 1 Year
−7.47%
3.40%
Alpha – 3 Years
10.11%
1.74%
Information Ratio – 3 Years
0.32
0.33
Volatility – 1 Year
31.30%
15.87%
Volatility – 3 Years
27.30%
14.99%
Beta – 1 Year
1.42
0.95
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
-0.07
Sharpe Ratio – 3 Years
0.66
0.41
Worst Rolling Year
-30.88%
—
Value at Worst Rolling Year
₹0.69 Cr
—
Deepest Drawdown
−34.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
83.55%
—
Median Rolling Year
31.74%
—
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
—
Number of Stocks
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%