PMS · Equity · Flexi Cap
Emkay Investments - Indias Golden Decade of Growth
Fund size₹101 Cr
IRRSince inception15.00%
1Y return5.85%
Fund age2 yrs 10 mo
Fund Manager
Growth of₹Cr
Emkay Investments Indias Golden Decade of Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Emkay Investments Indias Golden Decade of Growth | 6.61% | 5.85% | 2.39% | — | — | 15.00% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 13.17% |
| Excess over benchmark | 7.63% | 1.13% | 2.50% | — | — | 1.83% |
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
21.08%
Benchmark approx 15.87%
A standard deviation reflecting historical swings.
Sensitivity
1.15
Beta vs benchmark 1.00 · 15% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.12
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −17.28%, and recovered on 31 Jul 2026.
Max drawdowns
−17.28%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −17.28% | – | 31 Jul 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−17.28%
Fell over–
Recovered31 Jul 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 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 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹1.71 L Cr
Asset class
Equity
Market cap
Large cap38.50%
Mid cap18.50%
Small cap43.00%
Cash & others0.00%
As on 31 Aug 2026
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