Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.09%
0.18%
6 Months
11.86%
2.87%
1 Year
5.85%
3.77%
3 Years
—
6.69%
5 Years
—
6.74%
Since Inception
15.00%
10.62%
Fund Age
2 yrs 10 mo
12 yrs 1 mo
AUM
₹101.25 Cr
₹61.33 Cr
Alpha – 1 Year
1.13%
−5.66%
Alpha – 3 Years
—
−3.03%
Information Ratio – 3 Years
—
-1.20
Volatility – 1 Year
21.08%
3.14%
Volatility – 3 Years
—
2.07%
Beta – 1 Year
1.15
-0.20
Beta – 3 Years
—
-0.08
Sharpe Ratio – 1 Year
0.12
-0.40
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
-3.43%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−17.28%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
99.16%
Median Rolling Year
—
11.58%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
—
Others · 92.72%
Government · 7.02%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%