Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Purnartha Pratham 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%
5.49%
6 Months
19.69%
9.46%
1 Year
25.97%
17.52%
3 Years
17.02%
14.28%
5 Years
—
9.02%
Since Inception
24.02%
12.49%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹101.01 Cr
₹1,633.45 Cr
Alpha – 1 Year
21.25%
12.80%
Alpha – 3 Years
4.93%
2.19%
Information Ratio – 3 Years
0.46
0.28
Volatility – 1 Year
21.63%
23.87%
Volatility – 3 Years
19.42%
18.97%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.93
0.57
Sharpe Ratio – 3 Years
0.65
0.55
Worst Rolling Year
16.82%
7.21%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−20.44%
−20.29%
Recovery Period
365 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%