Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Shriram Future GEMS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.09%
2.93%
6 Months
11.86%
1.59%
1 Year
5.85%
25.48%
3 Years
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—
5 Years
—
—
Since Inception
15.00%
30.29%
Fund Age
2 yrs 10 mo
18 mo
AUM
₹101.25 Cr
₹0.8 Cr
Alpha – 1 Year
1.13%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 19% · S 43%
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Number of Stocks
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—
Portfolio P/E
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—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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