Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
10.86%
7.61%
1 Year
−4.49%
−0.76%
3 Years
22.00%
11.28%
5 Years
21.09%
9.58%
Since Inception
7.35%
11.67%
Fund Age
8 yrs 9 mo
7 yrs 11 mo
AUM
₹1,454.75 Cr
₹12.5 Cr
Alpha – 1 Year
−7.47%
−3.74%
Alpha – 3 Years
10.11%
−0.61%
Information Ratio – 3 Years
0.32
-0.06
Volatility – 1 Year
31.30%
20.02%
Volatility – 3 Years
27.30%
16.21%
Beta – 1 Year
1.42
1.05
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
-0.18
-0.22
Sharpe Ratio – 3 Years
0.66
0.41
Worst Rolling Year
-30.88%
8.66%
Value at Worst Rolling Year
₹0.69 Cr
₹1.09 Cr
Deepest Drawdown
−34.06%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
14.96%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%
0% / 0% / 0%