Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
19.69%
27.55%
1 Year
25.97%
—
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
23.98%
Fund Age
4 yrs 2 mo
7 mo
AUM
₹101.01 Cr
₹3.83 Cr
Alpha – 1 Year
21.25%
—
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
—
Volatility – 3 Years
19.42%
—
Beta – 1 Year
1.10
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
—
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
—
Recovery Period
365 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.58%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 26% · M 14% · S 51%
L 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%