SMID
Investment Strategy
Investment Approach
Emkay Investment Managers Limited (EIML) functions as the investment management division of Emkay Global, a financial services conglomerate with a 27-year operational history. EIML is duly registered with SEBI as a portfolio manager and investment advisor. The company provides a comprehensive spectrum of investment avenues designed for clients targeting sustained, superior returns over extended periods (3-5 years and beyond). Since its inception in June 2012, EIML has been providing services to a distinguished clientele, including prominent Family Offices, High Net-Worth Individuals (HNIs), Corporations, Non-Resident Indians (NRIs), and Trusts. Investment strategies are available under the 'E-qual' and 'Smart Alpha' product categories.
Investment Objective
Emkay Investment Managers Limited (EIML), the asset management division of the 27-year-old Emkay Global financial services conglomerate, operates as a SEBI-registered entity. EIML provides portfolio management and investment advisory services, catering to investors aiming for long-term wealth creation (typically 3-5 years and beyond). Since June 2012, EIML has been managing assets for a distinguished clientele, including prominent family offices, high-net-worth individuals (HNIs), corporations, non-resident Indians (NRIs), and trusts. Our investment strategies are available through our 'E-qual' and 'Smart Alpha' product suites.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.99% | -0.24% | -1.75% |
| 3 MONTHS | -3.65% | 5.02% | -8.67% |
| 6 MONTHS | -10.46% | 1.63% | -12.09% |
| SINCE INCEPTION | -8.75% | 3.77% | -12.52% |
Calendar Year Performance
| Year | Return |
|---|
Financial Year Performance
| Year | Return |
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Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
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Portfolio Characteristics
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)