Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
1.08%
6 Months
13.72%
7.09%
1 Year
3.07%
−3.99%
3 Years
—
6.36%
5 Years
—
—
Since Inception
−0.94%
8.96%
Fund Age
14 mo
3 yrs 3 mo
AUM
₹136.71 Cr
₹101.42 Cr
Alpha – 1 Year
−1.65%
−8.71%
Alpha – 3 Years
—
−5.73%
Information Ratio – 3 Years
—
-0.76
Volatility – 1 Year
26.76%
21.06%
Volatility – 3 Years
—
16.81%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.05
-0.35
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
5.39%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−22.05%
−25.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
—
Number of Stocks
—
25
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%