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Emkay Pearls PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Emkay Pearls PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of -2.41%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Emkay Pearls PMS Strategy or Investment Approach - PMS Details

Strategy Name

Pearls

Start Date

24 April 2012

Category

Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakh

Fund Manager

Mr Sachin Shah

1 Yr. Return

-2.41%

3 Yr. Return

12.91%

5 Yr. Return

26.70%

Emkay Pearls Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

13

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

13 Yrs, 1 Months

SIP

NA

STP

NA

Average Market Cap

Rs.34820.27 Cr.

Emkay Pearls PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Emkay Pearls PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Emkay Pearls Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Services

Not Disclosed

Healthcare

Not Disclosed

Customer ratings and reviews of Emkay Pearls PMS Strategy

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