Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
5.71%
6 Months
11.86%
14.23%
1 Year
5.85%
3.21%
3 Years
—
5.69%
5 Years
—
7.11%
Since Inception
15.00%
10.49%
Fund Age
2 yrs 10 mo
7 yrs 5 mo
AUM
₹101.25 Cr
₹42.11 Cr
Alpha – 1 Year
1.13%
−1.51%
Alpha – 3 Years
—
−6.40%
Information Ratio – 3 Years
—
-0.66
Volatility – 1 Year
21.08%
23.23%
Volatility – 3 Years
—
20.09%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.12
0.01
Sharpe Ratio – 3 Years
—
0.09
Worst Rolling Year
—
3.79%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−17.28%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
M 7% · S 91%
Number of Stocks
—
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
—
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—