Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
10.86%
9.93%
1 Year
−4.49%
7.49%
3 Years
22.00%
9.34%
5 Years
21.09%
—
Since Inception
7.35%
11.87%
Fund Age
8 yrs 9 mo
4 yrs 7 mo
AUM
₹1,454.75 Cr
₹1,953.44 Cr
Alpha – 1 Year
−7.47%
2.77%
Alpha – 3 Years
10.11%
−2.75%
Information Ratio – 3 Years
0.32
-0.26
Volatility – 1 Year
31.30%
19.15%
Volatility – 3 Years
27.30%
16.91%
Beta – 1 Year
1.42
1.06
Beta – 3 Years
1.22
1.03
Sharpe Ratio – 1 Year
-0.18
0.19
Sharpe Ratio – 3 Years
0.66
0.30
Worst Rolling Year
-30.88%
8.22%
Value at Worst Rolling Year
₹0.69 Cr
₹1.08 Cr
Deepest Drawdown
−34.06%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
12.78%
5-Year Rolling Windows Positive
82.61%
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Market-Cap Mix
L 0% · S 88%
L 17% · M 8% · S 75%
Number of Stocks
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Portfolio P/E
—
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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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%
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