Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
3.93%
6 Months
10.86%
25.32%
1 Year
−4.49%
18.21%
3 Years
22.00%
32.70%
5 Years
21.09%
23.63%
Since Inception
7.35%
28.38%
Fund Age
8 yrs 9 mo
7 yrs 10 mo
AUM
₹1,454.75 Cr
₹8,686.39 Cr
Alpha – 1 Year
−7.47%
13.49%
Alpha – 3 Years
10.11%
20.61%
Information Ratio – 3 Years
0.32
1.92
Volatility – 1 Year
31.30%
22.97%
Volatility – 3 Years
27.30%
19.40%
Beta – 1 Year
1.42
1.12
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
-0.18
0.61
Sharpe Ratio – 3 Years
0.66
1.30
Worst Rolling Year
-30.88%
17.00%
Value at Worst Rolling Year
₹0.69 Cr
₹1.17 Cr
Deepest Drawdown
−34.06%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
30.47%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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% / 0% / 0%