Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
1.43%
6 Months
13.72%
0.81%
1 Year
3.07%
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
−0.94%
17.42%
Fund Age
14 mo
8 yrs 11 mo
AUM
₹136.71 Cr
₹342.11 Cr
Alpha – 1 Year
−1.65%
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
26.76%
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
1.44
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.05
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−22.05%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%