Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
GEOJIT-BEACON PORTFOLIO
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.20%
−2.85%
6 Months
13.72%
4.89%
1 Year
3.07%
5.63%
3 Years
—
—
5 Years
—
—
Since Inception
−0.94%
−3.63%
Fund Age
14 mo
2 yrs 1 mo
AUM
₹136.71 Cr
₹189.12 Cr
Alpha – 1 Year
−1.65%
0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
23.99%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.32
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−16.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
L 19% · M 8% · S 71%
Number of Stocks
—
28
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%
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
—
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—