Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
−0.86%
6 Months
11.86%
8.56%
1 Year
5.85%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
15.00%
10.12%
Fund Age
2 yrs 10 mo
3 yrs 2 mo
AUM
₹101.25 Cr
₹45.94 Cr
Alpha – 1 Year
1.13%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
21.08%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
1.15
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.12
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−17.28%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
14
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%
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%