Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Kotak Pioneer Model Strategy Conservative
Emkay Investments - Indias Golden Decade of Growth
Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Kotak Pioneer Model Strategy Conservative
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
0.76%
6 Months
11.86%
−3.76%
1 Year
5.85%
22.86%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
13.01%
Fund Age
2 yrs 10 mo
4 yrs 1 mo
AUM
₹101.25 Cr
₹1.16 Cr
Alpha – 1 Year
1.13%
16.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
21.08%
15.51%
Volatility – 3 Years
—
9.32%
Beta – 1 Year
1.15
0.62
Beta – 3 Years
—
0.45
Sharpe Ratio – 1 Year
0.12
1.06
Sharpe Ratio – 3 Years
—
0.93
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−17.28%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.57%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –