Portfolio Management Services (PMS)Compare Schemes
Dezerv Strategic Holdings in Natural Elements (SHINE) vs Emkay SMID Cap Growth Engine Portfolio
Dezerv Strategic Holdings in Natural Elements (SHINE)
Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Dezerv Strategic Holdings in Natural Elements (SHINE)
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.5%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
8.74%
1.20%
6 Months
−3.23%
13.72%
1 Year
54.66%
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
46.32%
−0.94%
Fund Age
18 mo
14 mo
AUM
₹186.08 Cr
₹136.71 Cr
Alpha – 1 Year
47.12%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.05%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 20% · S 80%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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