Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Right Horizons - India Business Leaders
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%
3.11%
6 Months
19.69%
4.12%
1 Year
25.97%
−0.25%
3 Years
17.02%
10.95%
5 Years
—
10.56%
Since Inception
24.02%
10.62%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹101.01 Cr
₹41.22 Cr
Alpha – 1 Year
21.25%
0.18%
Alpha – 3 Years
4.93%
2.39%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
21.63%
20.61%
Volatility – 3 Years
19.42%
17.57%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
0.93
-0.18
Sharpe Ratio – 3 Years
0.65
0.46
Worst Rolling Year
16.82%
-10.52%
Value at Worst Rolling Year
₹1.17 Cr
₹0.89 Cr
Deepest Drawdown
−20.44%
−22.41%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
19.58%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 26% · M 14% · S 51%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%