Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
2.39%
6 Months
12.49%
7.53%
1 Year
20.74%
4.35%
3 Years
13.62%
8.80%
5 Years
—
10.81%
Since Inception
13.23%
12.10%
Fund Age
3 yrs 8 mo
5 yrs 1 mo
AUM
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Alpha – 1 Year
11.62%
1.37%
Alpha – 3 Years
−6.31%
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
21.52%
16.32%
Volatility – 3 Years
16.91%
14.28%
Beta – 1 Year
—
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.73
0.00
Sharpe Ratio – 3 Years
0.52
0.29
Worst Rolling Year
9.15%
7.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−18.44%
−15.88%
Recovery Period
245 days
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.85%
12.31%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 32% · M 16% · S 53%
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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