Our read
₹100 grew to ₹215.0 since inception (+15.2% CAGR), with a max drawdown of −22.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.9%
Since inception
+15.2%
Max drawdown
−22.8%
Volatility
+15.7%
Peer position
Loading peer ranks…
Performance
EMKAY GEMS₹215.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.9% | +2.0% | −11.5% | +9.8% | +1.9% | +4.9% | +4.2% | +0.9% | −2.1% | +8.2% | |||
| 2025 | −4.0% | −10.5% | +7.6% | +2.6% | +6.3% | +3.1% | −1.9% | −2.5% | −2.4% | +6.3% | +0.7% | +0.2% | +4.0% |
| 2024 | −0.3% | +0.8% | −0.5% | +4.4% | +3.1% | +9.7% | +1.5% | +1.2% | −0.0% | −7.1% | −1.3% | −1.9% | +9.1% |
| 2023 | −3.4% | +1.6% | −2.1% | +9.7% | +4.0% | +4.5% | −1.6% | +7.8% | +5.0% | +27.7% | |||
| 2022 | −2.9% | −4.9% | +3.2% | +0.6% | −3.5% | −3.9% | +11.3% | +2.9% | −1.9% | −1.3% | +3.0% | −2.3% | −0.6% |
| 2021 | +5.8% | +4.7% | −1.2% | +5.2% | +6.0% | +5.9% | +3.6% | +1.7% | −0.5% | −2.7% | +4.7% | +38.1% |
Metrics
Tearsheet- 1M return
- −2.1%
- 3M return
- +3.0%
- 6M return
- +20.9%
- 1Y return
- +16.0%
- 2Y CAGR
- +0.5%
- 3Y CAGR
- +10.9%
- 5Y CAGR
- +12.0%
- Since-inception CAGR
- +15.2%
- Total return
- +115.0%
- Average month
- +1.3%
- Median month
- +1.2%
- Average up month
- +4.3%
- Best month
- +11.4%
- Best rolling 12M
- +57.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
EMKAY GEMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has EMKAY GEMS performed?
- EMKAY GEMS (Emkay Investment Managers Limited) shows CAGR 15.18% and max drawdown -22.83% 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 EMKAY GEMS CAGR / max drawdown?
- CAGR is 15.18%; max drawdown is -22.83%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do EMKAY GEMS 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 EMKAY GEMS?
- 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