Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Omni Captains
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Omni Captains
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
−1.52%
6 Months
11.86%
1.67%
1 Year
5.85%
—
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
2.75%
Fund Age
2 yrs 10 mo
8 mo
AUM
₹101.25 Cr
₹0.5 Cr
Alpha – 1 Year
1.13%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
L 53% · M 28% · S 20%
Number of Stocks
—
27
Portfolio P/E
—
8.80
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 Bank Ltd · 5.50%
Rites Ltd · 3.94%
Bank of Baroda · 3.94%
PNB Housing Finance Ltd · 3.94%
NLC India Ltd · 3.94%
Top Sectors
—
Financial Services · 76.38%
Capital Goods · 7.88%
Construction · 7.88%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%