Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
−0.38%
6 Months
11.86%
11.48%
1 Year
5.85%
7.29%
3 Years
—
16.29%
5 Years
—
16.45%
Since Inception
15.00%
20.67%
Fund Age
2 yrs 10 mo
10 yrs 4 mo
AUM
₹101.25 Cr
₹1,333.94 Cr
Alpha – 1 Year
1.13%
2.57%
Alpha – 3 Years
—
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
21.08%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.12
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−17.28%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
—
0.05% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 0% / 0%