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Emkay - Pearls
Emkay - Pearls

Emkay - Pearls

  • Emkay Investment Managers Ltd
  • Mid Cap
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Portfolio age13 years, 8 months
-0.25%
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
Apr 24, 2012
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 Emkay Pearls Scheme is Long Indian equity fund with a bottom-up value approach. The manager is targeting 25% CAGR for a time period of 2 to 3 years+.The objective of Emkay Pearls is to generate capital appreciation through a research-backed equity portfolio. It is aimed at investing in Mid-Cap & Small-Cap fundamentally strong companies with high growth potential.

Investment Approach

Portfolio manager intends to have a well-diversified portfolio with an allocation of fifteen to twenty-five stocks in each of the portfolios, with a maximum limit of thirty-five stocks per portfolio. Investors in this portfolio should have an investment horizon of two to three years. Investment universe for Emkay Pearls is from Rank 126 to Rank 600, stocks ranked by market cap on Indian bourses (NSE & BSE).

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Abans - Smart Beta Portfolio
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
7.29%
Benchmark Return
0.96%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
1.50%
Scheme Return
4.62%
Benchmark Return
0.96%
Ambit Investment Advisors - Good and Clean India Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
2.41%
Benchmark Return
0.96%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.22%
Benchmark Return
0.96%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
1.07%
Benchmark Return
0.96%
UNIFI - BCAD
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
0.96%
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 1012.14 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,012.14 (As on Nov, 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
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
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
164 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.56%
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
177 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.8%
Benchmark Return
0.96%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
14 Out of 28
Fixed Fee
2.50%
Scheme Return
-2.76%
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 - Pearls?
There is no option for Hurdle rate.
What is the fixed fee charged in Emkay - Pearls ?
The fixed fee charged in Emkay - Pearls is 2.50%.
What is the variable fee charged in Emkay - Pearls ?
There is no option for Variable fee.
What is the profit sharing in Emkay - Pearls ?
There is no option for Profit sharing.
What is the minimum investment in Emkay - Pearls ?
The minimum investment in Emkay - Pearls is ₹50 Lacs
What type of scheme is Emkay - Pearls?
Emkay - Pearls is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Emkay - Pearls?
The inception date of Emkay - Pearls is Apr 24, 2012.
What is the exit load of Emkay - Pearls?
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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