Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.94%
6 Months
13.72%
19.15%
1 Year
3.07%
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
−0.94%
15.52%
Fund Age
14 mo
3 yrs 3 mo
AUM
₹136.71 Cr
₹213.16 Cr
Alpha – 1 Year
−1.65%
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
26.76%
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
1.44
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
0.05
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−22.05%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
—
Number of Stocks
—
33
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%