Our read
₹100 grew to ₹164.1 since inception (+9.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −14.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.5%
+1.4% vs benchmark
Since inception
+9.9%
Max drawdown
−14.6%
Volatility
+14.8%
Peer position
Loading peer ranks…
Performance
EMKAYS 12₹164.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.8% | +3.2% | −14.2% | +8.5% | −0.9% | +2.6% | +5.2% | +2.1% | −7.2% | −4.2% | |||
| 2025 | −0.3% | −6.7% | +7.6% | +3.7% | +1.7% | +2.7% | −4.0% | +0.8% | −1.1% | +4.1% | +1.1% | +0.7% | +9.9% |
| 2024 | −2.0% | +0.4% | +1.4% | +0.7% | −0.3% | +6.1% | +4.5% | +0.8% | +1.9% | −3.7% | +0.8% | −2.5% | +8.0% |
| 2023 | −1.6% | −1.6% | +0.3% | +4.1% | +2.0% | −2.7% | +6.3% | +8.4% | +15.5% | ||||
| 2022 | −1.6% | −2.6% | −0.1% | −4.1% | −5.9% | +10.6% | +4.2% | −2.4% | +3.2% | +2.0% | −3.8% | −1.7% | |
| 2021 | +3.4% | +4.4% | −1.6% | +6.4% | +1.9% | +1.6% | +8.4% | +1.1% | −0.1% | −4.0% | +3.2% | +27.0% |
Metrics
Tearsheet- 1M return
- −7.2%
- 3M return
- −0.2%
- 6M return
- +10.2%
- 1Y return
- +1.5%
- 2Y CAGR
- −0.1%
- 3Y CAGR
- +8.5%
- 5Y CAGR
- +9.1%
- Since-inception CAGR
- +9.9%
- Total return
- +64.1%
- Average month
- +0.9%
- Median month
- +0.8%
- Average up month
- +3.5%
- Best month
- +10.6%
- Best rolling 12M
- +32.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
EMKAYS 12 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has EMKAYS 12 performed?
- EMKAYS 12 (Emkay Investment Managers Limited) shows CAGR 9.89% and max drawdown -14.63% 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 EMKAYS 12 CAGR / max drawdown?
- CAGR is 9.89%; max drawdown is -14.63%. We only publish CAGR when there are enough months (≥12 on this track of 63 months). Learn more
- Where do EMKAYS 12 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 EMKAYS 12?
- 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