Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
4.54%
6 Months
11.86%
22.22%
1 Year
5.85%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
15.00%
20.11%
Fund Age
2 yrs 10 mo
3 yrs 4 mo
AUM
₹101.25 Cr
₹135.39 Cr
Alpha – 1 Year
1.13%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
1.15
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−17.28%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%