Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
−3.00%
6 Months
13.72%
11.07%
1 Year
3.07%
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
−0.94%
10.50%
Fund Age
14 mo
4 yrs 2 mo
AUM
₹136.71 Cr
₹74.56 Cr
Alpha – 1 Year
−1.65%
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
26.76%
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
1.44
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.05
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−22.05%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%