Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs ICICI Prudential PMS Emerging Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
ICICI Prudential PMS Emerging Leaders Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.20%
1.66%
6 Months
13.72%
4.68%
1 Year
3.07%
12.13%
3 Years
—
—
5 Years
—
—
Since Inception
−0.94%
10.02%
Fund Age
14 mo
2 yrs 6 mo
AUM
₹136.71 Cr
₹267.19 Cr
Alpha – 1 Year
−1.65%
7.41%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
16.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
0.91
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−11.86%
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 3% · M 61% · S 32%
Number of Stocks
—
40
Portfolio P/E
—
28.06
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%
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%