PMS · Equity · Small Cap
Equitree - Emerging Opportunities
Fund size₹1,455 Cr
Alpha (3Y)9.59%
3Y return22.00%
Fund age8 yrs 9 mo
Fund Manager
Growth of₹Cr
Equitree Emerging Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Equitree Emerging Opportunities | 1.80% | −4.49% | −1.93% | 22.00% | 21.09% | 7.35% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | 12.35% | 13.25% |
| Excess over benchmark | 2.87% | −7.47% | −2.35% | 10.11% | 8.74% | −5.90% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
27.30%
Benchmark approx 14.84%
A standard deviation reflecting historical swings.
Sensitivity
1.22
Beta vs benchmark 1.00 · 22% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.66
Sharpe
Excess return gained per unit of volatility.
Capture ratio
118 / 56
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −34.06% from its 08 Jan 2025 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−34.06%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 08 Jan 2025 | 31 Mar 2026 | −34.06% | 447 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak08 Jan 2025
Trough31 Mar 2026
Depth−34.06%
Fell over447 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 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 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹4,870 Cr
Asset class
Equity
Market cap
Large cap0.35%
Mid cap
Small cap88.14%
Cash & others
Fees
VariablePlan A · Shared upsideFixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 0%
No exit load. Lock-in: Nil.
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