Since 1y 3mShort track · Jun 2023Dormant
Strategy performance
EIML A/C ONE EMKAY MODERATE
Emkay Investment Managers Limited · AUM Not reported · as of Jun 2023
Our read
₹100 grew to ₹114.0 since inception (+11.1% CAGR), with a max drawdown of −7.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+11.1%
Max drawdown
−7.3%
Volatility
+12.1%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
EIML A/C ONE EMKAY MODERATE₹114.0Jun 23
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | −1.5% | −0.3% | +0.0% | +3.4% | +2.1% | +3.7% | |||||||
| 2022 | +2.6% | −1.4% | −3.3% | −2.7% | +6.3% | +9.7% | −1.1% | +1.4% | +0.7% | −1.8% | +9.9% |
Metrics
Tearsheet- 1M return
- +2.1%
- 3M return
- +5.6%
- 6M return
- +1.9%
- 1Y return
- +16.6%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.1%
- Total return
- +14.0%
- Average month
- +0.9%
- Median month
- 0.0%
- Average up month
- +3.3%
- Best month
- +9.7%
- Best rolling 12M
- +16.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2023. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
EIML A/C ONE EMKAY MODERATE performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has EIML A/C ONE EMKAY MODERATE performed?
- EIML A/C ONE EMKAY MODERATE (Emkay Investment Managers Limited) shows CAGR 11.09% and max drawdown -7.28% 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 EIML A/C ONE EMKAY MODERATE CAGR / max drawdown?
- CAGR is 11.09%; max drawdown is -7.28%. We only publish CAGR when there are enough months (≥12 on this track of 15 months). Learn more
- Where do EIML A/C ONE EMKAY MODERATE 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 EIML A/C ONE EMKAY MODERATE?
- 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