Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Green Lantern - Growth Fund
Return for the risk
3 yrs return
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
1.81%
6 Months
13.72%
9.83%
1 Year
3.07%
13.53%
3 Years
—
28.65%
5 Years
—
30.15%
Since Inception
−0.94%
22.72%
Fund Age
14 mo
8 yrs 8 mo
AUM
₹136.71 Cr
₹1,835.92 Cr
Alpha – 1 Year
−1.65%
8.81%
Alpha – 3 Years
—
16.56%
Information Ratio – 3 Years
—
1.28
Volatility – 1 Year
26.76%
19.12%
Volatility – 3 Years
—
18.89%
Beta – 1 Year
1.44
0.96
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.05
0.47
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
-6.00%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−22.05%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
—
97.32%
Median Rolling Year
—
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%