Emkay PMS or Portfolio Management Review 2024

Emkay PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Emkay Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.507.97 Cr.
Avg. 1 Year Return	27.45%
Active Clients	289
No. of Strategies	6
Minimum Investment	Rs.50 Lakh
Experience	69 Years

Emkay PMS - Company Overview

Emkay Portfolio Management Service Performance or Returns

1 Year Return

27.45%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

26.22%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

14.29%

Nifty 50 - 5 Year Return

11.52%

Emkay PMS Commission, Charges or Fees

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%

Best Strategies by Emkay Portfolio Management Services

Check out various strategies or Investment approaches provided by Emkay Portfolio Managers.

Strategy Name	Lead	Pearls	Capital Builder	Emkay’s 12	Gems	ENVI
Start Date	17-Dec-18	24-Apr-12	01-Apr-13	01-Aug-19	03-Mar-20	13-Jun-22
Category	Large & Mid Cap	Mid Cap	Multi Cap	Large Cap	Mid Cap	Flexicap
Benchmark	Nifty 50	S&P BSE 500	S&P BSE 500	Nifty 50	S&P BSE 500	S&P BSE 500
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	16	13	19	12	20	16
1 Yr. Return	19.69%	39.48%	34.76%	23.40%	42.06%	44.51%
3 Yr. Return	8.78%	25.27%	22.81%	14.84%	23.31%	NA
5 Yr. Return	10.39%	21.17%	16.96%	NA	NA	NA
Fund Manager	Mr. Kashyap Javeri	Mr. Sachin Shah	Mr. Sachin Shah	Mr. Kashyap Javeri	Mr. Kashyap Javeri	Mr. Kashyap Javeri