| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Emkay Investments Pearls | — | −1.21% | 15.44% | 18.10% | 23.69% | 16.88% |
| Nifty 500 | −8.38% | −5.50% | 15.48% | 16.14% | 20.67% | 14.82% |
| Excess over benchmark | — | 4.29% | −0.04% | 1.96% | 3.02% | 2.06% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Dec 2024 | 28 Feb 2025 | −20.38% | 60 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |