Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
0.48%
6 Months
19.69%
0.17%
1 Year
25.97%
1.53%
3 Years
17.02%
6.30%
5 Years
—
7.16%
Since Inception
24.02%
16.58%
Fund Age
4 yrs 2 mo
6 yrs 6 mo
AUM
₹101.01 Cr
₹182.72 Cr
Alpha – 1 Year
21.25%
−3.19%
Alpha – 3 Years
4.93%
−5.79%
Information Ratio – 3 Years
0.46
-1.15
Volatility – 1 Year
21.63%
17.17%
Volatility – 3 Years
19.42%
15.94%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.93
-0.13
Sharpe Ratio – 3 Years
0.65
0.13
Worst Rolling Year
16.82%
6.16%
Value at Worst Rolling Year
₹1.17 Cr
₹1.06 Cr
Deepest Drawdown
−20.44%
−24.43%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%