Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Invesco - Challengers
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%
1.41%
6 Months
19.69%
13.18%
1 Year
25.97%
2.91%
3 Years
17.02%
14.27%
5 Years
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Since Inception
24.02%
11.83%
Fund Age
4 yrs 2 mo
4 yrs 11 mo
AUM
₹101.01 Cr
₹31.01 Cr
Alpha – 1 Year
21.25%
−1.81%
Alpha – 3 Years
4.93%
2.18%
Information Ratio – 3 Years
0.46
0.24
Volatility – 1 Year
21.63%
18.67%
Volatility – 3 Years
19.42%
17.11%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
0.93
-0.04
Sharpe Ratio – 3 Years
0.65
0.56
Worst Rolling Year
16.82%
12.64%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−20.44%
−24.73%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
L 37% · M 30% · S 33%
Number of Stocks
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26
Portfolio P/E
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54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
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Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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