Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.09%
10.15%
6 Months
11.86%
31.39%
1 Year
5.85%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
15.00%
28.23%
Fund Age
2 yrs 10 mo
5 yrs 4 mo
AUM
₹101.25 Cr
₹483.07 Cr
Alpha – 1 Year
1.13%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
21.08%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.12
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.28%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%