Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Wallfort-Kosh Value Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Wallfort-Kosh Value Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.09%
1.45%
6 Months
11.86%
18.06%
1 Year
5.85%
11.98%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
−2.78%
Fund Age
2 yrs 10 mo
1 mo
AUM
₹101.25 Cr
₹4.8 Cr
Alpha – 1 Year
1.13%
7.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
30.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
1.59
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.34
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 17.58%
Tata Power Company Ltd · 15.85%
IDFC First Bank Ltd · 11.08%
Aditya Birla Real Estate Ltd · 10.39%
Indian Metals & Ferro Alloys Ltd · 9.83%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%