Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Marcellus - Rising Giants
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%
0.40%
6 Months
19.69%
4.60%
1 Year
25.97%
−5.85%
3 Years
17.02%
5.64%
5 Years
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Since Inception
24.02%
−0.46%
Fund Age
4 yrs 2 mo
4 yrs 7 mo
AUM
₹101.01 Cr
₹87.75 Cr
Alpha – 1 Year
21.25%
−8.83%
Alpha – 3 Years
4.93%
−6.25%
Information Ratio – 3 Years
0.46
-0.73
Volatility – 1 Year
21.63%
16.46%
Volatility – 3 Years
19.42%
15.18%
Beta – 1 Year
1.10
0.88
Beta – 3 Years
1.04
0.84
Sharpe Ratio – 1 Year
0.93
-0.62
Sharpe Ratio – 3 Years
0.65
0.08
Worst Rolling Year
16.82%
-2.49%
Value at Worst Rolling Year
₹1.17 Cr
₹0.98 Cr
Deepest Drawdown
−20.44%
−20.88%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
19.58%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%