Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
−0.92%
6 Months
13.72%
32.15%
1 Year
3.07%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
−0.94%
27.01%
Fund Age
14 mo
6 yrs 10 mo
AUM
₹136.71 Cr
₹247.64 Cr
Alpha – 1 Year
−1.65%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
26.76%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
1.44
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
0.05
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−22.05%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%