Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.64%
6 Months
13.72%
5.29%
1 Year
3.07%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
−0.94%
12.31%
Fund Age
14 mo
3 yrs 11 mo
AUM
₹136.71 Cr
₹56.94 Cr
Alpha – 1 Year
−1.65%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
26.76%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
1.44
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.05
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−22.05%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%