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Emkay Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
13 June 2022
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy focuses on achieving long-term capital growth by allocating capital to companies poised to benefit from the following key drivers: 1. **Resurgent Industrial Sector Performance:** Investing in enterprises positioned to capitalize on a significant recovery within the industrial sector. 2. **Domestic Manufacturing and Import Substitution:** Identifying companies that will gain from the increased focus on indigenous production and a reduced reliance on imported goods. 3. **Export Market Expansion:** Targeting businesses with strong potential to expand their reach and sales in international markets. 4. **Growth in Ancillary Industrial Services:** Allocating investments to firms engaged in providing services that are closely aligned with and benefit from broader industrial expansion.

Investment Objective

This diversified equity strategy seeks to identify businesses exhibiting significant wealth creation potential over a medium to long-term investment horizon of three to five years and beyond.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.17% -0.24% -0.93%
3 MONTHS 1.76% 5.02% -3.26%
6 MONTHS -1.56% 1.63% -3.19%
1 YEAR 0.14% 7.63% -7.49%
2 YEAR 10.26% 11.65% -1.39%
3 YEAR 19.02% 16.41% 2.61%
SINCE INCEPTION 21.24% 17.64% 3.60%

Calendar Year Performance

Year Return
CY 2025 0.14%
CY 2024 21.60%
CY 2023 41.50%
CY 2022 11.06%

Financial Year Performance

Year Return
FY 26_YTD 14.36%
FY 25 7.60%
FY 24 42.00%
FY 23 8.24%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Kashyap Javeri

HOR , Fund Manager

Kashyap Javeri serves as a Fund Manager, possessing over ten years of expertise in analyzing companies and industry sectors. His contributions are characterized by profound understanding of equity markets and economic trends. Before his tenure at Emkay Investment Managers, Mr. Javeri spent eight years as a recognized BFSI analyst at Emkay Institutional Equities and previously held the role of midcap analyst at Sharekhan Ltd. His comprehensive knowledge extends across diverse manufacturing and services industries, as well as the banking and economics domains.

Sachin Shah

Executive Director , Fund Manager

With over twenty years of dedicated experience in the Indian equity landscape, Sachin, a distinguished fund manager, recognized the imperative for a systematic approach to identify and exclude companies exhibiting significant governance challenges. This insight led to the creation of EQual Risk, EMIL's proprietary module. This advanced framework meticulously assesses and benchmarks publicly traded entities across a spectrum of governance parameters, ensuring a robust evaluation process.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
16
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
78440.26
portfolio age
3 Yrs, 6 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)