Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
2.20%
6 Months
11.86%
6.88%
1 Year
5.85%
5.29%
3 Years
—
8.34%
5 Years
—
9.52%
Since Inception
15.00%
13.35%
Fund Age
2 yrs 10 mo
8 yrs 3 mo
AUM
₹101.25 Cr
₹237.35 Cr
Alpha – 1 Year
1.13%
0.57%
Alpha – 3 Years
—
−3.75%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
21.08%
19.09%
Volatility – 3 Years
—
16.74%
Beta – 1 Year
1.15
1.07
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.12
0.09
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
7.37%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−17.28%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%