Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Unifi APJ 20*
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%
3.07%
6 Months
10.86%
13.63%
1 Year
−4.49%
10.76%
3 Years
22.00%
13.00%
5 Years
21.09%
13.13%
Since Inception
7.35%
20.07%
Fund Age
8 yrs 9 mo
10 yrs 11 mo
AUM
₹1,454.75 Cr
₹942.94 Cr
Alpha – 1 Year
−7.47%
6.04%
Alpha – 3 Years
10.11%
0.91%
Information Ratio – 3 Years
0.32
0.27
Volatility – 1 Year
31.30%
18.61%
Volatility – 3 Years
27.30%
17.55%
Beta – 1 Year
1.42
1.02
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
-0.18
0.35
Sharpe Ratio – 3 Years
0.66
0.49
Worst Rolling Year
-30.88%
-10.32%
Value at Worst Rolling Year
₹0.69 Cr
₹0.90 Cr
Deepest Drawdown
−34.06%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
83.55%
95.82%
Median Rolling Year
31.74%
19.87%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—