Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
ORO-Alpha Value
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%
0.44%
6 Months
19.69%
5.47%
1 Year
25.97%
6.35%
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
6.04%
Fund Age
4 yrs 2 mo
3 yrs 8 mo
AUM
₹101.01 Cr
₹1.28 Cr
Alpha – 1 Year
21.25%
3.37%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
17.26%
Volatility – 3 Years
19.42%
15.80%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
0.12
Sharpe Ratio – 3 Years
0.65
0.10
Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
−17.83%
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 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%