Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
3.42%
6 Months
10.86%
2.89%
1 Year
−4.49%
2.59%
3 Years
22.00%
10.39%
5 Years
21.09%
8.86%
Since Inception
7.35%
11.13%
Fund Age
8 yrs 9 mo
5 yrs 6 mo
AUM
₹1,454.75 Cr
₹63.54 Cr
Alpha – 1 Year
−7.47%
−0.39%
Alpha – 3 Years
10.11%
−1.50%
Information Ratio – 3 Years
0.32
-0.34
Volatility – 1 Year
31.30%
16.68%
Volatility – 3 Years
27.30%
13.79%
Beta – 1 Year
1.42
0.95
Beta – 3 Years
1.22
0.88
Sharpe Ratio – 1 Year
-0.18
-0.09
Sharpe Ratio – 3 Years
0.66
0.40
Worst Rolling Year
-30.88%
6.98%
Value at Worst Rolling Year
₹0.69 Cr
₹1.07 Cr
Deepest Drawdown
−34.06%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
12.50%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%