Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Equentis Concentrated Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
2.11%
6 Months
11.86%
6.51%
1 Year
5.85%
4.40%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
5.71%
Fund Age
2 yrs 10 mo
18 mo
AUM
₹101.25 Cr
₹24.25 Cr
Alpha – 1 Year
1.13%
4.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
15.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
−14.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
L 56% · M 22% · S 19%
Number of Stocks
—
59
Portfolio P/E
—
41.96
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
—
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%