Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
7.60%
6 Months
13.72%
26.61%
1 Year
3.07%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
−0.94%
—
Fund Age
14 mo
8 yrs 4 mo
AUM
₹136.71 Cr
₹158.52 Cr
Alpha – 1 Year
−1.65%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
26.76%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.44
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.05
1.29
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 80%
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%