Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Prudent Equity 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%
−2.67%
6 Months
19.69%
4.01%
1 Year
25.97%
3.88%
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
−1.21%
Fund Age
4 yrs 2 mo
2 yrs 1 mo
AUM
₹101.01 Cr
₹29.71 Cr
Alpha – 1 Year
21.25%
−0.84%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
22.02%
Volatility – 3 Years
19.42%
—
Beta – 1 Year
1.10
1.16
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
0.03
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
−15.04%
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%
M 9% · S 73%
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 0% / 0%