Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Qode Growth Fund
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Qode Growth Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.20%
6.02%
6 Months
13.72%
37.52%
1 Year
3.07%
28.99%
3 Years
—
—
5 Years
—
—
Since Inception
−0.94%
31.88%
Fund Age
14 mo
17 mo
AUM
₹136.71 Cr
₹82.04 Cr
Alpha – 1 Year
−1.65%
24.27%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
23.27%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
0.69
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.98
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−15.20%
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%
—
Number of Stocks
—
30
Portfolio P/E
—
23.38
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%