Watch
Often below a prior high
Roughly 66% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Emkay Gems Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Emkay Investment Managers Limited
Age: 65 months
Trailing return from filed months
- 1Y
- 16.04%
- 3Y
- 10.94%
- 5Y
- Not reported
- CAGR
- 15.18%
- Max DD
- -22.83%
- Calmar
- 0.66
- Track
- 65 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
14.65%
Rolling CAGR (5Y)
13.64%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
119.56%
Annualised Return
15.18%
Hit Rate
58.46%
Maximum Drawdown
-22.83%
Annualised Volatility
15.79%
Sharpe Ratio
1.02
Sortino Ratio
1.09
Consistency Score
59.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 38.06%
- Worst Year Return P
- -0.61%
- Median Annual Return P
- 9.76%
- Average Monthly Return P
- 1.34%
- Geometric Mean Return P
- 1.24%
- Average Drawdown P
- -4.36%
- Median Drawdown P
- -2.24%
- Max Drawdown Duration P
- 22 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 22 mo
- Return / Max Drawdown P
- 0.66
- Return / Avg Drawdown P
- 3.65
- Ulcer Index P
- 6.74%
- Positive Rolling Periods % P
- 73.44%
- Return Stability Score P
- 21.94
- Return Persistence P
- 0.01
- Worst Rolling 12M Return P
- -12.87%
- Best Rolling 12M Return P
- 56.99%
- Maximum Monthly Loss P
- -11.50%
- Worst 3-Month Period P
- -15.77%
- Worst 6-Month Period P
- -22.83%
- Return Smoothness Index P
- 15.56
- Pain Adjusted Return P
- 3.65%
- Worst Case Investor Entry P
- -12.87%
- Capital Preservation Score P
- 77.17%
- Aggressiveness Score P
- 4.56%
- Recovery Efficiency P
- 0.36
- Downside Volatility R
- 9.83%
- Upside Volatility R
- 9.87%
- Time in Drawdown % R
- 65.63%
- VaR 95% R
- -6.16%
- VaR 99% R
- -9.27%
- CVaR 95% R
- -9.71%
- CVaR 99% R
- -11.01%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 5.24%
- CAGR per Unit Drawdown R
- 0.70
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.61%
- Return Skewness C
- -0.25
- Return Kurtosis C
- 0.49
- Coefficient of Variation C
- 3.41
- Calmar Ratio C
- 0.66
- Sterling Ratio C
- 0.70
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
EMKAY GEMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has EMKAY GEMS performed?
- EMKAY GEMS (Emkay Investment Managers Limited) shows CAGR 15.18% and max drawdown -22.83% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is EMKAY GEMS CAGR / max drawdown?
- CAGR is 15.18%; max drawdown is -22.83%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do EMKAY GEMS returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite EMKAY GEMS?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more