Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.20%
6 Months
19.63%
13.72%
1 Year
10.64%
3.07%
3 Years
12.35%
—
5 Years
10.14%
—
Since Inception
15.37%
−0.94%
Fund Age
7 yrs 4 mo
14 mo
AUM
₹270.22 Cr
₹136.71 Cr
Alpha – 1 Year
5.92%
−1.65%
Alpha – 3 Years
0.26%
—
Information Ratio – 3 Years
0.03
—
Volatility – 1 Year
18.45%
26.76%
Volatility – 3 Years
15.68%
—
Beta – 1 Year
0.92
1.44
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.35
0.05
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
6.65%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.78%
−22.05%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
M 20% · S 80%
Number of Stocks
44
—
Portfolio P/E
41.34
—
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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