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Emkay - Pearls

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Emkay - Pearls

Emkay - Pearls

  • Emkay Investment Managers Ltd
  • MID CAP
  • 7
    Out of 17*
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Portfolio age 12 years, 10 months
-8.30%
-3.40%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (99.61%)
CASH AND EQUIVALENT (0.4%)
OTHERS (-0.01%)
Allocation by Market Cap
Small Cap (65.17%)
Large Cap (27.84%)
Mid Cap (6.6%)
Sector Holdings
  • Consumer Services 25.59%
  • Automobile and Auto Components 18.61%
  • Healthcare 16.70%
  • Services 12.25%
  • Fast Moving Consumer Goods 9.76%
Stock Holdings
  • Zomato Limited 16.90%
  • Divi's Laboratories Ltd 10.94%
  • Sundram Fasteners Ltd 7.19%
  • Federal Bank Ltd 6.60%
  • Nesco Ltd 5.45%

PORTFOLIO MANAGERS

Kashyap Javeri
  • Manager Rank 8 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 4
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 17.70%
Profile

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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Emkay - Gems
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
Scheme Return
-4.00%
Benchmark Return
-3.40%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
72 Out of 175
Fixed Fee
2.50%
Scheme Return
-5.80%
Benchmark Return
-3.40%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
38 Out of 64
Fixed Fee
2.50%
Scheme Return
-7.10%
Benchmark Return
-3.40%
Emkay - Pearls
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
18 Out of 23
Fixed Fee
2.50%
Scheme Return
-8.30%
Benchmark Return
-3.40%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Emkay - Gems
1Out of 4
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
Emkay - Capital Builder
1Out of 4
-5.80%
-3.40%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Emkay - ENVI
1Out of 4
-7.10%
-3.40%
S&P BSE 500 TRI
FLEXICAP
₹UNDISC. Cr.
Emkay - Pearls
1Out of 4
-8.30%
-3.40%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Sachin Shah
  • Manager Rank 8 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 17.70%
Profile

Sachin is a seasoned fund manager with over two decades of experience in the india equity markets. By Viture of his extensive reseach , sachin realised early on the need for a framework in which companies with evasively tricky standing needed to be filtered out very objectively, leading to the development of E Qual Risk, EMILls proprietary module which helps to evaluate and compare listed companies on various aspects of governance.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Emkay - Gems
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
Scheme Return
-4.00%
Benchmark Return
-3.40%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
72 Out of 175
Fixed Fee
2.50%
Scheme Return
-5.80%
Benchmark Return
-3.40%
Emkay - Pearls
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
18 Out of 23
Fixed Fee
2.50%
Scheme Return
-8.30%
Benchmark Return
-3.40%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Emkay - Gems
1Out of 3
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
Emkay - Capital Builder
1Out of 3
-5.80%
-3.40%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Emkay - Pearls
1Out of 3
-8.30%
-3.40%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Apr 24, 2012
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment Philosophy

Objective

The Emkay Pearls Scheme is Long Indian equity fund with a bottom-up value approach. The manager is targeting 25% CAGR for a time period of 2 to 3 years+.The objective of Emkay Pearls is to generate capital appreciation through a research-backed equity portfolio. It is aimed at investing in Mid-Cap & Small-Cap fundamentally strong companies with high growth potential.

Investment Approach

Portfolio manager intends to have a well-diversified portfolio with an allocation of fifteen to twenty-five stocks in each of the portfolios, with a maximum limit of thirty-five stocks per portfolio. Investors in this portfolio should have an investment horizon of two to three years. Investment universe for Emkay Pearls is from Rank 126 to Rank 600, stocks ranked by market cap on Indian bourses (NSE & BSE).

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Emkay - Pearls
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 23
Fixed Fee
2.50%
Scheme Return
-8.30%
Benchmark Return
-3.40%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
205.21
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
-2.16%
Benchmark Return
-3.43%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
Scheme Return
-3.89%
Benchmark Return
-3.43%
Emkay - Gems
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
Scheme Return
-4.00%
Benchmark Return
-3.40%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
No Option
Scheme Return
-4.52%
Benchmark Return
-3.43%
Marcellus - Little Champs
AUM (₹ Cr)
297.38
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
0%
Scheme Return
-4.54%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Emkay - Pearls
1Out of 23
-8.30%
-3.40%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
Marcellus - Rising Giants Portfolio
1Out of 23
-2.16%
-3.43%
S&P BSE 500 TRI
MID CAP
6% + Benchmark
₹205.21 Cr.
Concept Investwell - Marvel
1Out of 23
-3.89%
-3.43%
S&P BSE 500 TRI
MID CAP
7.00%
₹UNDISC. Cr.
Emkay - Gems
1Out of 23
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
Purnartha - Dynamic Midcap Strategy
1Out of 23
-4.52%
-3.43%
S&P BSE 500 TRI
MID CAP
25% or 10%
₹UNDISC. Cr.
Marcellus - Little Champs
1Out of 23
-4.54%
-3.43%
S&P BSE 500 TRI
MID CAP
10.00%
₹297.38 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Emkay Investment Managers Ltd
Emkay Investment Managers Ltd manages assets worth Rs 728.73 crores. Its current offering of PMS schemes includes 2 Mid Cap, 1 Multi Cap and 2 Flexicap schemes.

AUM (₹ cr)

728.73 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Emkay - Gems
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
Strategy Return
-4.00%
Benchmark Return
-3.40%
Emkay - Capital Builder
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
72 Out of 175
Fixed Fee
2.50%
Strategy Return
-5.80%
Benchmark Return
-3.40%
Emkay - ENVI
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
38 Out of 64
Fixed Fee
2.50%
Strategy Return
-7.10%
Benchmark Return
-3.40%
Emkay - Pearls
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
18 Out of 23
Fixed Fee
2.50%
Strategy Return
-8.30%
Benchmark Return
-3.40%
Golden Decade of Growth
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
50 Out of 64
Fixed Fee
2.50%
Strategy Return
-9.60%
Benchmark Return
-3.40%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Emkay - Gems
1Out of 5
-4.00%
-3.40%
S&P BSE 500 TRI
No Option
MID CAP
₹UNDISC. Cr.
Emkay - Capital Builder
1Out of 5
-5.80%
-3.40%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
Emkay - ENVI
1Out of 5
-7.10%
-3.40%
S&P BSE 500 TRI
No Option
FLEXICAP
₹UNDISC. Cr.
Emkay - Pearls
1Out of 5
-8.30%
-3.40%
S&P BSE 500 TRI
No Option
MID CAP
₹UNDISC. Cr.
Golden Decade of Growth
1Out of 5
-9.60%
-3.40%
S&P BSE 500 TRI
No Option
FLEXICAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Emkay - Pearls?
The hurdle rate of Emkay - Pearls is No Option.
What is the fixed fee charged in Emkay - Pearls ?
The fixed fee charged in Emkay - Pearls is 2.50%.
What is the variable fee charged in Emkay - Pearls ?
The variable fee charged in Emkay - Pearls is No Option .
What is the profit sharing in Emkay - Pearls ?
The profit sharing in Emkay - Pearls is No Option.
What is the minimum investment in Emkay - Pearls ?
The minimum investment in Emkay - Pearls is ₹50 Lac
What type of scheme is Emkay - Pearls?
Emkay - Pearls is an Equity scheme. It falls in the MID CAP category.
What is the inception date of Emkay - Pearls?
The inception date of Emkay - Pearls is Apr 24, 2012 .
What is the exit load of Emkay - Pearls?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter.

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