Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs FIRST--Moderate strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
FIRST--Moderate strategy
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
0.61%
6 Months
11.86%
4.10%
1 Year
5.85%
8.70%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
9.63%
Fund Age
2 yrs 10 mo
2 yrs 4 mo
AUM
₹101.25 Cr
₹98.62 Cr
Alpha – 1 Year
1.13%
3.50%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
0.83%
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
0.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
3.58
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
—
Recovery Period
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%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –