Emkay L.E.A.D PMS
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 20-25 |
| Investment Horizon | Long Term |
Investment Philosophy
- E-Qual Risk, a proprietary stock assessment module, is used. This module compares companies based on a variety of qualitative and quantitative criteria, providing a risk-adjusted return benchmark value that must be met.
- It provides this benchmark value for stocks of all sizes, from large-caps to mid-caps to small-caps. Built-in filters remove low-quality / high-risk businesses from the investment universe, reducing risk in investors’ portfolios.
- Emkay LEAD PMS invest in most consistent compounders stock in India from value migration and growth in domestic consumption, not exceeding 15 stocks.
- Emkay PMS aims to achieve effective risk management through diversification across companies and industries.
Unique Feature
Long-term capital growth through acquisitions in large and mid-cap companies
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
EMKAY LEAD
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Emkay Investment Managers Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹2.88 | -13.09 | -13.70 | -8.37 | -4.44 | -0.31 | 6.91 | 1.90 | 4.09 | 6.29 |
| Benchmark | NA | -11.30 | -14.44 | -9.02 | -3.99 | 1.19 | 10.02 | 7.58 | 10.01 | 12.15 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.