Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Tamohara - TRUFFLE
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%
8.72%
6 Months
10.86%
28.59%
1 Year
−4.49%
28.02%
3 Years
22.00%
18.67%
5 Years
21.09%
17.18%
Since Inception
7.35%
20.03%
Fund Age
8 yrs 9 mo
5 yrs 4 mo
AUM
₹1,454.75 Cr
₹221.27 Cr
Alpha – 1 Year
−7.47%
28.37%
Alpha – 3 Years
10.11%
9.68%
Information Ratio – 3 Years
0.32
0.87
Volatility – 1 Year
31.30%
22.32%
Volatility – 3 Years
27.30%
17.88%
Beta – 1 Year
1.42
1.03
Beta – 3 Years
1.22
0.95
Sharpe Ratio – 1 Year
-0.18
0.99
Sharpe Ratio – 3 Years
0.66
0.81
Worst Rolling Year
-30.88%
13.69%
Value at Worst Rolling Year
₹0.69 Cr
₹1.14 Cr
Deepest Drawdown
−34.06%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
18.30%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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%
1% / – / –