Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
ValueQuest - Platinum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
2.62%
6 Months
13.72%
20.31%
1 Year
3.07%
5.50%
3 Years
—
14.22%
5 Years
—
16.13%
Since Inception
−0.94%
18.70%
Fund Age
14 mo
9 yrs 8 mo
AUM
₹136.71 Cr
₹3,491.64 Cr
Alpha – 1 Year
−1.65%
2.52%
Alpha – 3 Years
—
2.33%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
26.76%
25.24%
Volatility – 3 Years
—
21.26%
Beta – 1 Year
1.44
1.29
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.05
0.11
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−22.05%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 20% · S 80%
L 23% · M 15% · S 57%
Number of Stocks
—
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 1%