Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.50%
1.20%
6 Months
10.26%
13.72%
1 Year
20.10%
3.07%
3 Years
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—
5 Years
—
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Since Inception
21.53%
−0.94%
Fund Age
18 mo
14 mo
AUM
₹79.16 Cr
₹136.71 Cr
Alpha – 1 Year
17.12%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−22.05%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 7% · S 61%
M 20% · S 80%
Number of Stocks
66
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Portfolio P/E
52.54
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Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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