Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
2.09%
6 Months
19.69%
11.86%
1 Year
25.97%
5.85%
3 Years
17.02%
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5 Years
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Since Inception
24.02%
15.00%
Fund Age
4 yrs 2 mo
2 yrs 10 mo
AUM
₹101.01 Cr
₹101.25 Cr
Alpha – 1 Year
21.25%
1.13%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
21.08%
Volatility – 3 Years
19.42%
—
Beta – 1 Year
1.10
1.15
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
0.12
Sharpe Ratio – 3 Years
0.65
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Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
−17.28%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.58%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
L 39% · M 19% · S 43%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
—
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