Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Ladderup-Proud PMS
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%
1.08%
6 Months
19.69%
7.09%
1 Year
25.97%
−3.99%
3 Years
17.02%
6.36%
5 Years
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Since Inception
24.02%
8.96%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹101.01 Cr
₹101.42 Cr
Alpha – 1 Year
21.25%
−8.71%
Alpha – 3 Years
4.93%
−5.73%
Information Ratio – 3 Years
0.46
-0.76
Volatility – 1 Year
21.63%
21.06%
Volatility – 3 Years
19.42%
16.81%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.93
-0.35
Sharpe Ratio – 3 Years
0.65
0.15
Worst Rolling Year
16.82%
5.39%
Value at Worst Rolling Year
₹1.17 Cr
₹1.05 Cr
Deepest Drawdown
−20.44%
−25.09%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
7.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
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Number of Stocks
—
25
Portfolio P/E
—
—
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%
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%