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Emkay - Gems
Emkay - Gems

Emkay - Gems

  • Emkay Investment Managers Ltd
  • Mid Cap
  • Out of *
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Portfolio age5 years, 10 months
-2.36%
1.24%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/09/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Sep, 2025)
Inception Date
Mar 03, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The key objective of the Emkay GEMS portfolio is to achieve medium to long term capital appreciation by investing in 20 equi-weighted mid-cap stocks. The fund manager uses a buy and hold strategy while focusing on companies with wider economic moat and dominant position in their sector to deliver wealth creation.

Investment Approach

1) Glo-cal Leadership 2) E-qual & Equi-weight 3) Management Credentials 4) Strong Operating Parameters

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Ambit Investment Advisors - Good and Clean India Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
0.78%
Benchmark Return
0.96%
UNIFI - BCAD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.00%
Scheme Return
-0.07%
Benchmark Return
0.96%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
-0.33%
Benchmark Return
0.96%
Master Trust India Growth Strategy
AUM (₹ Cr)
₹374.68 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
1.50%
Scheme Return
-0.42%
Benchmark Return
0.96%
UNIFI - BCAD2: Breakout 20
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.00%
Scheme Return
-0.6%
Benchmark Return
0.96%
UNIFI - Insider Shadow
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 21
Fixed Fee
2.00%
Scheme Return
-0.73%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Emkay Investment Managers Ltd
Emkay Investment Managers Ltd manages assets worth Rs 1038.00 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,038.00 (As on Dec, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
78 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.27%
Benchmark Return
0.96%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
140 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.17%
Benchmark Return
0.96%
Golden Decade of Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
181 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.9%
Benchmark Return
0.96%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
15 Out of 28
Fixed Fee
2.50%
Scheme Return
-1.99%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Emkay - Gems?
There is no option for Hurdle rate.
What is the fixed fee charged in Emkay - Gems ?
The fixed fee charged in Emkay - Gems is 2.50%.
What is the variable fee charged in Emkay - Gems ?
There is no option for Variable fee.
What is the profit sharing in Emkay - Gems ?
There is no option for Profit sharing.
What is the minimum investment in Emkay - Gems ?
The minimum investment in Emkay - Gems is ₹50 Lacs
What type of scheme is Emkay - Gems?
Emkay - Gems is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Emkay - Gems?
The inception date of Emkay - Gems is Mar 03, 2020.
What is the exit load of Emkay - Gems?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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