PMS · Equity · Small Cap
Emkay SMID Cap Growth Engine Portfolio
Fund size₹137 Cr
IRRSince inception-0.94%
1Y return3.07%
Fund age14 mo
Fund Managers
Manish Sonthalia
Director , CIO, Emkay Investments
Manish Sonthalia is a commerce graduate from St Xaviers Kolkata and an MBA from IISWBM. Manish is also the member of ICAI, ICWAI & ICSI. He has three decades of experience in the markets with forte in research, asset management and investment management. He is the Chief Investment Officer at Emkay Investment Managers Ltd.
Managing AUM₹137 Cr
Kashyap Javeri
Hor , 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₹137 Cr
Growth of₹Cr
Emkay SMID Cap Growth Engine
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Emkay SMID Cap Growth Engine | 8.32% | 3.07% | — | — | — | −0.94% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 1.79% |
| Excess over benchmark | 9.34% | −1.65% | — | — | — | −2.73% |
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
26.76%
Benchmark approx 15.77%
A standard deviation reflecting historical swings.
Sensitivity
1.44
Beta vs benchmark 1.00 · 44% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.05
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −22.05%, and recovered on 31 Jul 2026.
Max drawdowns
−22.05%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −22.05% | – | 31 Jul 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−22.05%
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
₹23,903 Cr
Asset class
Equity
Market cap
Large cap
Mid cap20.00%
Small cap80.00%
Cash & others
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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