Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
19.69%
20.43%
1 Year
25.97%
14.98%
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
20.69%
Fund Age
4 yrs 2 mo
2 yrs 8 mo
AUM
₹101.01 Cr
₹320.35 Cr
Alpha – 1 Year
21.25%
12.00%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
24.24%
Volatility – 3 Years
19.42%
—
Beta – 1 Year
1.10
1.26
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
0.46
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
−12.04%
Recovery Period
365 days
Not yet recovered
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 5% · M 36% · S 51%
Number of Stocks
—
29
Portfolio P/E
—
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
—
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%