Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
3.10%
6 Months
13.72%
24.70%
1 Year
3.07%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
−0.94%
17.31%
Fund Age
14 mo
7 yrs 2 mo
AUM
₹136.71 Cr
₹328.39 Cr
Alpha – 1 Year
−1.65%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
26.76%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.44
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.05
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−22.05%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%