Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs NIEO 9 (Undiscovered India)
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
NIEO 9 (Undiscovered India)
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%
2.47%
6 Months
12.49%
11.38%
1 Year
20.74%
3.23%
3 Years
13.62%
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5 Years
—
—
Since Inception
13.23%
11.49%
Fund Age
3 yrs 8 mo
2 yrs 9 mo
AUM
—
—
Alpha – 1 Year
11.62%
−4.37%
Alpha – 3 Years
−6.31%
—
Information Ratio – 3 Years
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Volatility – 1 Year
21.52%
21.51%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
—
0.88
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.73
0.02
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
9.15%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.44%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.85%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 32% · M 16% · S 53%
M 10% · S 81%
Number of Stocks
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43
Portfolio P/E
—
34.83
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%
Cash & Cash Equivalent · 9.04%
Neuland Laboratories Ltd · 4.97%
Healthcare Global Enterprises Ltd · 4.47%
Sri Lotus Developers & Realty Ltd · 4.22%
PNB Housing Finance Ltd · 3.39%
Top Sectors
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Financial Services · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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