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Golden Decade of Growth

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Golden Decade of Growth

Golden Decade of Growth

  • Emkay Investment Managers Ltd
  • FLEXICAP
  • 10
    Out of 50*
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Portfolio age 1 years, 4 months
-9.60%
-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 (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Manish Sonthalia
  • Manager Rank Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 15.50%
Profile

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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Golden Decade of Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
50 Out of 64
Fixed Fee
2.50%
Scheme Return
-9.60%
Benchmark Return
-3.40%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Golden Decade of Growth
1Out of 1
-9.60%
-3.40%
S&P BSE 500 TRI
FLEXICAP
₹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
Oct 26, 2023
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
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

Golden Decade of Growth

Investment Approach

Golden Decade of Growth

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Golden Decade of Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
50 Out of 64
Fixed Fee
2.50%
Scheme Return
-9.60%
Benchmark Return
-3.40%
Alphaa MPT Plus Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 64
Fixed Fee
0.50%
Scheme Return
-0.01%
Benchmark Return
-0.45%
Unique - Focused Fund
AUM (₹ Cr)
871.20
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 64
Fixed Fee
1.50%
Scheme Return
-0.65%
Benchmark Return
-3.43%
Eklavya - Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 64
Fixed Fee
1.00%
Scheme Return
-1.13%
Benchmark Return
-0.48%
FACTORSHIELDS PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.23%
Benchmark Return
-3.43%
Bespoke
AUM (₹ Cr)
49.51
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 64
Fixed Fee
2.00%
Scheme Return
-1.32%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Golden Decade of Growth
1Out of 64
-9.60%
-3.40%
S&P BSE 500 TRI
FLEXICAP
No Option
₹UNDISC. Cr.
Alphaa MPT Plus Fund
1Out of 64
-0.01%
-0.45%
Nifty 50 TRI
FLEXICAP
12.00%
₹UNDISC. Cr.
Unique - Focused Fund
1Out of 64
-0.65%
-3.43%
S&P BSE 500 TRI
FLEXICAP
8.00%
₹871.20 Cr.
Eklavya - Equity
1Out of 64
-1.13%
-0.48%
Nifty 50 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
FACTORSHIELDS PMS
1Out of 64
-1.23%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
Bespoke
1Out of 64
-1.32%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹49.51 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 Golden Decade of Growth?
The hurdle rate of Golden Decade of Growth is No Option.
What is the fixed fee charged in Golden Decade of Growth ?
The fixed fee charged in Golden Decade of Growth is 2.50%.
What is the variable fee charged in Golden Decade of Growth ?
The variable fee charged in Golden Decade of Growth is No Option .
What is the profit sharing in Golden Decade of Growth ?
The profit sharing in Golden Decade of Growth is No Option.
What is the minimum investment in Golden Decade of Growth ?
The minimum investment in Golden Decade of Growth is ₹50 Lac
What type of scheme is Golden Decade of Growth?
Golden Decade of Growth is an Equity scheme. It falls in the FLEXICAP category.
What is the inception date of Golden Decade of Growth?
The inception date of Golden Decade of Growth is Oct 26, 2023 .
What is the exit load of Golden Decade of Growth?
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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