Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
3.74%
6 Months
13.72%
1.17%
1 Year
3.07%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
−0.94%
16.58%
Fund Age
14 mo
4 yrs 5 mo
AUM
₹136.71 Cr
₹72.15 Cr
Alpha – 1 Year
−1.65%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.44
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−22.05%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%