Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.02%
6 Months
13.72%
3.65%
1 Year
3.07%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
−0.94%
17.53%
Fund Age
14 mo
7 yrs 11 mo
AUM
₹136.71 Cr
₹54.28 Cr
Alpha – 1 Year
−1.65%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
26.76%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.44
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.05
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−22.05%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%