Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
Matterhorn India Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
3.36%
6 Months
12.49%
10.52%
1 Year
20.74%
4.14%
3 Years
13.62%
—
5 Years
—
—
Since Inception
13.23%
17.49%
Fund Age
3 yrs 8 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
11.62%
0.77%
Alpha – 3 Years
−6.31%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
25.82%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
—
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.73
0.06
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
9.15%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.44%
−20.99%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 32% · M 16% · S 53%
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%