Strength
Shallow peak-to-trough
Worst drop was -7.3%. Typical drawdowns ran nearer -1.9%. Milder than most equity PMS paths on file.
Eiml A/C ONE Emkay Moderate Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Emkay Investment Managers Limited
Age: 15 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 11.09%
- Max DD
- -7.28%
- Calmar
- 1.52
- Track
- 15 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Return covers the worst drop
Calmar of 1.52 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
14.05%
Annualised Return
11.09%
Hit Rate
53.33%
Maximum Drawdown
-7.28%
Annualised Volatility
12.12%
Sharpe Ratio
0.93
Sortino Ratio
1.63
Consistency Score
53.3%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 9.93%
- Worst Year Return P
- 3.75%
- Median Annual Return P
- 6.84%
- Average Monthly Return P
- 0.94%
- Geometric Mean Return P
- 0.88%
- Average Drawdown P
- -1.88%
- Median Drawdown P
- -1.41%
- Max Drawdown Duration P
- 5 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 4 mo
- Return / Max Drawdown P
- 1.52
- Return / Avg Drawdown P
- 5.90
- Ulcer Index P
- 2.81%
- Positive Rolling Periods % P
- 26.67%
- Return Stability Score P
- 28.58
- Return Persistence P
- 0.25
- Worst Rolling 12M Return P
- 5.26%
- Best Rolling 12M Return P
- 16.58%
- Maximum Monthly Loss P
- -3.32%
- Worst 3-Month Period P
- -7.28%
- Worst 6-Month Period P
- -2.60%
- Return Smoothness Index P
- 22.58
- Pain Adjusted Return P
- 5.90%
- Worst Case Investor Entry P
- 5.26%
- Capital Preservation Score P
- 92.72%
- Aggressiveness Score P
- 3.50%
- Recovery Efficiency P
- 1.52
- Downside Volatility R
- 3.53%
- Upside Volatility R
- 11.12%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -4.82%
- VaR 99% R
- -7.20%
- CVaR 95% R
- -4.82%
- CVaR 99% R
- -7.20%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 2.16%
- CAGR per Unit Drawdown R
- 1.52
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.75%
- Return Skewness C
- 1.25
- Return Kurtosis C
- 1.55
- Coefficient of Variation C
- 3.74
- Calmar Ratio C
- 1.52
- Sterling Ratio C
- 1.52
- Burke Ratio C
- 1.36
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