PMS · Equity · Large & Mid Cap
Emkay Investments - L.E.A.D
Fund size₹9 Cr
Alpha (3Y)−7.56%
3Y return7.00%
Fund age5 yrs 3 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Emkay Investments L.E.A.D | — | 22.90% | 4.10% | 7.00% | 8.80% | 9.20% |
| Nifty 500 | −8.38% | 40.20% | 17.90% | 19.30% | 17.40% | 17.60% |
| Excess over benchmark | — | −17.30% | −13.80% | −12.30% | −8.60% | −8.40% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2024.
Risk : What you take on to earn the return
Volatility
13.11%
Benchmark approx 12.53%
A standard deviation reflecting historical swings.
Sensitivity
0.90
Beta vs benchmark 1.00 · 10% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.02
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
17
P/E ratio
35.42
P/B ratio
5.80
Dividend yield
0.35%
Avg market cap
₹4.16 L Cr
Median market cap
₹2.53 L Cr
Asset class
Equity
Market cap
Large cap68.81%
Mid cap14.54%
Small cap16.53%
Cash & others0.12%
As on 31 Mar 2024
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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