Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.09%
1.24%
6 Months
11.86%
7.09%
1 Year
5.85%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
15.00%
19.75%
Fund Age
2 yrs 10 mo
4 yrs 2 mo
AUM
₹101.25 Cr
₹49.8 Cr
Alpha – 1 Year
1.13%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
21.08%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
1.15
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.12
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.28%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
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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
—
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%