Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.20%
2.59%
6 Months
13.72%
−7.48%
1 Year
3.07%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
−0.94%
2.29%
Fund Age
14 mo
16 mo
AUM
₹136.71 Cr
₹10.89 Cr
Alpha – 1 Year
−1.65%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%