Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
−0.11%
6 Months
19.69%
2.89%
1 Year
25.97%
7.86%
3 Years
17.02%
10.62%
5 Years
—
10.19%
Since Inception
24.02%
9.46%
Fund Age
4 yrs 2 mo
5 yrs 7 mo
AUM
₹101.01 Cr
₹158.06 Cr
Alpha – 1 Year
21.25%
−1.70%
Alpha – 3 Years
4.93%
0.86%
Information Ratio – 3 Years
0.46
0.37
Volatility – 1 Year
21.63%
1.80%
Volatility – 3 Years
19.42%
3.43%
Beta – 1 Year
1.10
0.81
Beta – 3 Years
1.04
0.63
Sharpe Ratio – 1 Year
0.93
1.30
Sharpe Ratio – 3 Years
0.65
1.53
Worst Rolling Year
16.82%
8.14%
Value at Worst Rolling Year
₹1.17 Cr
₹1.08 Cr
Deepest Drawdown
−20.44%
—
Recovery Period
365 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%