Emkay Investments - Gems

EQUITY MID CAP

Aims for medium to long term capital appreciation by investing in a portfolio of mid-cap stocks.

+13.08%

3Y annualised returns

+16.14%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

03 Mar '20

Total AUM

₹12.67Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.4%

Equity market cap split

Mid Cap57.6%

Small Cap28.0%

Large Cap14.8%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

KJ
Kashyap Jhaveri
Fund Manager
View details

About

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.

Experience

Over a decade of experience in company and sector research.

Investment philosophy

Specializes in company and sector research across manufacturing, services, and banking.

Previously worked at