Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.20%
9.42%
6 Months
13.72%
52.78%
1 Year
3.07%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
−0.94%
23.72%
Fund Age
14 mo
19 mo
AUM
₹136.71 Cr
₹71.55 Cr
Alpha – 1 Year
−1.65%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.05%
−27.01%
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%
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%