Emkay Investments - Pearls

EQUITY MID CAP

A Mid cap portfolio aiming to identify companies with the potential to build wealth.

+18.10%

3Y annualised returns

+16.14%

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

Launch date

24 Apr '12

Total AUM

₹17.37Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.8%

Cash2.3%

Equity market cap split

Small Cap60.0%

Large Cap25.9%

Mid Cap11.8%

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

SS
Sachin Shah
Fund Manager
View details

About

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.

Experience

Over two decades of experience in the Indian equity markets.

Investment philosophy

Specializes in Indian equity markets and governance-based company evaluation frameworks.

Awards