Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Fort Capital - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
5.09%
6 Months
11.86%
20.56%
1 Year
5.85%
20.29%
3 Years
—
11.79%
5 Years
—
16.62%
Since Inception
15.00%
15.84%
Fund Age
2 yrs 10 mo
7 yrs 11 mo
AUM
₹101.25 Cr
₹12.5 Cr
Alpha – 1 Year
1.13%
15.57%
Alpha – 3 Years
—
−0.30%
Information Ratio – 3 Years
—
-0.02
Volatility – 1 Year
21.08%
23.44%
Volatility – 3 Years
—
21.14%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.12
0.68
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
9.17%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−17.28%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
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%
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%