Emkay Investment Managers LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

EMKAY LIQUID STRATEGY

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Sep_202638 months filedBM: CRISIL Composite Bond IndexBM: BenchmarkBM: CRISILCOMPOSITEBOND
Strategy page
CAGR
5.81%
Total return
19.58%
Max drawdown
-4.90%
Sharpe
1.45
Sortino
0.34
Calmar
1.19
Win months
97.37%
Best / worst month
4.7% / -4.9%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.40%0.30%0.38%0.40%0.34%0.37%0.41%0.34%-4.90%–––-2.07%
2025
0.48%0.77%0.47%4.65%0.46%0.38%0.40%0.41%0.38%0.42%0.21%0.41%9.77%
2024
0.59%0.57%0.65%0.61%0.57%0.55%0.61%0.57%0.51%0.55%0.45%0.43%6.87%
2023
––––1.78%0.54%–––0.55%0.56%0.60%4.09%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Sep_2026Sep_2026Ongoing4.90%1 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
37 mo
Longest loss streak
1 mo
Ann. volatility
3.91%
Downside deviation
16.97%