Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
3.08%
6 Months
13.72%
14.24%
1 Year
3.07%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
−0.94%
11.80%
Fund Age
14 mo
10 yrs 3 mo
AUM
₹136.71 Cr
₹251.07 Cr
Alpha – 1 Year
−1.65%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
26.76%
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.05
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−22.05%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%