Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
5.10%
6 Months
13.72%
17.39%
1 Year
3.07%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
−0.94%
19.54%
Fund Age
14 mo
3 yrs 6 mo
AUM
₹136.71 Cr
₹615.02 Cr
Alpha – 1 Year
−1.65%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
1.44
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%