PMS · Equity · Mid & Small Cap
EquiPoise Emerging Stars
Fund size₹9 Cr
IRRSince inception0.69%
1Y return13.25%
Fund age19 mo
Fund Manager
Growth of₹Cr
EquiPoise Emerging Stars
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| EquiPoise Emerging Stars | −16.42% | 13.25% | 0.56% | — | — | 0.69% |
| Nifty 500 | −13.88% | 4.72% | −0.11% | — | — | 0.17% |
| Excess over benchmark | −2.54% | 8.53% | 0.67% | — | — | 0.52% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2026.
Risk : What you take on to earn the return
Volatility
23.97%
Benchmark approx 15.95%
A standard deviation reflecting historical swings.
Sensitivity
1.23
Beta vs benchmark 1.00 · 23% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.41
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −19.23%. It has not yet recovered.
Max drawdowns
−19.23%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −19.23% | – | – | – |
| Benchmark | 01 Apr 2025 | 30 Mar 2026 | −14.69% | 363 days | – | – |
Scheme
Peak–
Trough–
Depth−19.23%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak01 Apr 2025
Trough30 Mar 2026
Depth−14.69%
Fell over363 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Mar 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee10% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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