PMS · Equity · Flexi Cap
Emkay Investments - ENVI
Fund size₹101 Cr
Alpha (3Y)4.98%
3Y return17.02%
Fund age4 yrs 2 mo
Fund Manager
Kashyap Jhaveri
Kashyap Jhaveri
Fund Manager, Emkay Investments
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Managing AUM₹143 Cr
Growth of₹Cr
Emkay Investments ENVI
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Emkay Investments ENVI25.10%25.97%10.27%17.02%—24.02%
Nifty 500−1.02%4.72%−0.11%12.09%—14.25%
Excess over benchmark26.12%21.25%10.38%4.93%—9.77%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.42%
Benchmark approx 14.70%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.65
Sharpe
Excess return gained per unit of volatility.
Capture ratio
113 / 86
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.44% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 28 Feb 2026 after 365 days.
Max drawdowns
−20.44%
Recovery period
365 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−20.44%121 days28 Feb 2026365 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−20.44%
Fell over121 days
Recovered28 Feb 2026
Recovery took365 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹99,893 Cr
Asset class
Equity
Market cap
Large cap25.60%
Mid cap14.00%
Small cap50.60%
Cash & others9.80%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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