Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.20%
1.20%
6 Months
17.44%
13.72%
1 Year
18.10%
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
21.12%
−0.94%
Fund Age
2 yrs 5 mo
14 mo
AUM
₹83.78 Cr
₹136.71 Cr
Alpha – 1 Year
18.45%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.94%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.14%
−22.05%
Recovery Period
Not yet recovered
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
24
—
Portfolio P/E
53.08
—
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
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—