Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
1.09%
6 Months
11.86%
3.47%
1 Year
5.85%
−3.80%
3 Years
—
11.26%
5 Years
—
—
Since Inception
15.00%
13.40%
Fund Age
2 yrs 10 mo
3 yrs 11 mo
AUM
₹101.25 Cr
₹143.29 Cr
Alpha – 1 Year
1.13%
−6.78%
Alpha – 3 Years
—
−0.63%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
21.08%
15.14%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.15
0.83
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.12
-0.54
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−17.28%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%