Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
7.88%
6 Months
12.49%
11.46%
1 Year
20.74%
2.58%
3 Years
13.62%
12.19%
5 Years
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Since Inception
13.23%
14.67%
Fund Age
3 yrs 8 mo
4 yrs 4 mo
AUM
—
₹465 Cr
Alpha – 1 Year
11.62%
−0.40%
Alpha – 3 Years
−6.31%
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
21.52%
23.22%
Volatility – 3 Years
16.91%
18.88%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.73
-0.02
Sharpe Ratio – 3 Years
0.52
0.51
Worst Rolling Year
9.15%
11.07%
Value at Worst Rolling Year
₹1.09 Cr
₹1.11 Cr
Deepest Drawdown
−18.44%
−25.01%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.85%
17.39%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 32% · M 16% · S 53%
L 46% · M 24% · S 30%
Number of Stocks
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27
Portfolio P/E
—
37.00
Top 5 Holdings
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
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Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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