Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
19.69%
20.32%
1 Year
25.97%
29.93%
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
15.24%
Fund Age
4 yrs 2 mo
1 yr 9 mo
AUM
₹101.01 Cr
₹3.17 Cr
Alpha – 1 Year
21.25%
25.21%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
21.63%
24.54%
Volatility – 3 Years
19.42%
—
Beta – 1 Year
1.10
1.19
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.93
0.97
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
16.82%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−20.44%
−12.48%
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 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –