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Emkay Gems

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

EIML’s equities research team is backed by a highly qualified and experienced equities research staff. The combined expertise enables clients to take advantage of several high-quality investment possibilities across the Indian equities market.use of deep domain knowledge, thorough research approach, and custom modules to give exceptional insights, trend analysis, short/ mid/ long-term forecasts for the clients in the areas of wealth creation. Large corporate enterprises, family-owned firms, trusts, and HNIs and NRIs are some of the customers. We handle more than INR 660 billion in assets.Emkay Gems is a leading wealth management company in AIF, credit and insurance sectors.

Fund Snapshot

Year of Inception 1995
Number of Stocks 15-25
Investment Horizon 3-5 years

Emkay Investment Managers Limited (EIML) is the asset management arm of Emkay Global, a 25-year-old financial services firm. Emkay Global was founded in 1995 and has since built a reputation as India’s leading financial services firm. The group companies have been successfully managing portfolios for a distinguished clientele across the world.

Emkay Wealth provides wealth management services to high net worth individuals. The company manages assets, deals with credit and debt financing in securities traded on local or international exchanges, investment banking activities etc. Wealth managers at Emkay Wealth work closely with clients to understand their goals and needs, instructing them about the best way forward based on all the available information.

Emkay Gems is a leading Indian financial company providing investment management, portfolio management and real estate investment services to clients across the globe.

Unique Feature

Emkay GEMS is focused on sectors and organizations that will profit due to the predicted economic growth.

  • Value Migration

The framework is intended to spot industries where value migration occurs and assist investors in identifying early winners.

  • Domestic Consumption

Companies that stand to benefit from GDP growth and the resulting increase in domestic consumption-driven sectors.

  • Efficiency Outliers

Excess assets, value-added goods, return generated on the capital, and so forth are utilised more efficiently than other firms by companies that are better than their peers in these respects.

The fund’s goal is to produce risk-adjusted returns and avoid excessive diversification. It has low volatility, high liquidity, and a low portfolio turnover rate. The quality filters weed out poor investments with higher risks to reduce portfolio risk.

The fund managers use the innovative alpha method to create an equally weighted portfolio, eliminating ‘allocation bias.’

We utilize the EQual Risk module to verify that only highly governed companies join the portfolio since this is a mid-cap fund.

FAQs

What is the expected annual return of this fund?

The Emkay GEMS Fund aims to generate capital appreciation by investing in mid-cap stocks, which are more economically efficient than large caps and small caps. It has low volatility, high liquidity, and a low portfolio turnover rate compared with other funds in India’s mutual-fund industry. The portfolio provides a medium to long-term capital appreciation, and the fund has recorded an average annual return of 18% since its inception in 2012.

What are the risks associated with investing in this fund?

The Emkay GEMS Fund is suitable for investors seeking medium to long-term growth but requires higher risk tolerance than other funds since it has low volatility and high liquidity levels and a short term of three years compared with additional equity funds that have five-year investment horizons.

What is the difference between Emkay GEMS and other mid-cap funds?

The main difference is that this mutual fund has a rigid investment process. It invests in 20 equi-weighted stocks to create wealth for investors by identifying companies with wider economic moats or solid market positions before investing.

What is the difference between mid-cap and large-cap companies?

Mid-cap companies are typically smaller than large caps but more significant than small caps, with market capitalisations of $500 million to $15 billion (as per an article published in 2005). Generally speaking, mid-caps lack the brand power or size to set themselves apart from the rest of the market.

What are some mid-caps in India?

Some companies classified as mid-cap stocks include Tech Mahindra, Hindustan Unilever, Dish TV India Ltd., Voltas Limited, and Bharat Electronics Limited, among others.

What are some of EIML's products?

Emkay Investment Managers Ltd (EIML) products include Large Cap Funds, GEMS funds, Gold ETFs and more. The Large Cap Fund invests in 25 large-cap stocks to provide long-term capital appreciation.

About Fund Managers

Kashyap Javeri, Fund Manager
Emkay Kashyap Javeri
Emkay Kashyap Javeri

They seek companies with strong business models in which dedicated managers have created shareholder value through significant capital allocation decisions for decades when these companies were smaller.

Sachin Shah, Fund Manager
Emkay Sachin Shah
Emkay Sachin Shah

Sachin Shah is an experienced fund manager with more than two decades of expertise in Indian stock markets. Sachin recognised early on the need for a framework in which companies with evasively tricky standing could be filtered out very objectively, leading to the development of E-Qual Risk, EIML’s proprietary module that assists us in evaluating and comparing listed companies on various aspects of governance. Sachin disseminates his expertise and ideas through print and digital media contacts.

Investment Philosophy

The stock analysis modules at EIML are quite different from conventional investing techniques. The investment portfolios are based on two distinct theories:– Classical Alpha and Smart Alpha.

  1. Classical Alpha

The objective is to produce alpha by pure bottom-up stock picking, further distinguished and reinforced by E-Qual, the unique governance dedicated stock-picking module. E-Qual is an independent governance tool that helps us analyse and compare listed businesses on a range of qualitative and quantitative governance criteria, including management honesty and competence, wealth distribution, investor communication, and liquidity.

  1. Smart Alpha

The Smart Alpha approach is designed to reduce selection and allocation biases that affect fund managers. We concentrate on constructing an equal-weighted portfolio using a rigorous investment method based on management expertise, leadership, market capitalisation, earnings growth, and valuation levels. The unique stock-picking and evaluation procedure, complemented by a practical risk management module, helps us eliminate “Selection Bias” and “Allocation Bias systematically” equally.

Investment Strategy

The primary goal of the Emkay GEMS portfolio is for investors to achieve medium to long-term capital appreciation by investing in 20 equi-weighted mid-cap stocks. Emkay Gems marketing department is very efficient in reaching out to their existing client base and marketing new products. 

Emkay Gems have been quite successful when it comes to investment companies because they offer financial advice.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Emkays 12

AMC Name: Emkay Investment Managers Ltd Inc Date: Aug-2019
large cap
(PMS)
49 Strategy -5.60 -9.50 -13.10 -4.20 19.10 0.00 0.00 0.00 9.80
Nifty -5.30 -9.60 -9.10 0.40 23.80 0.00 0.00 0.00 9.50

Emkay Gems

AMC Name: Emkay Investment Managers Ltd Inc Date: 3/3/20
mid cap
(PMS)
52 Strategy -3.30 -6.10 -10.40 1.50 25.90 0.00 0.00 0.00 21.10
Nifty Midcap 150 -5.40 -9.80 -13.00 -1.40 33.60 0.00 0.00 0.00 21.90

Emkay Pearls

AMC Name: Emkay Investment Managers Ltd Inc Date: 4/24/12
mid cap
(PMS)
55 Strategy -3.00 -12.10 -14.30 -6.20 34.20 14.70 8.30 0.00 14.90
BSE Midcap index -5.70 -9.90 -13.00 -3.70 29.00 13.60 8.20 0.00 12.90

Emkay Capital Builder

AMC Name: Emkay Investment Managers Ltd Inc Date: 4/1/13
multi cap
(PMS)
800 Strategy -1.80 -6.90 -8.60 1.10 28.70 10.40 6.50 0.00 13.90
Nifty 500 -5.40 -10.10 -10.70 -0.60 25.70 11.50 9.90 0.00 12.70

Emkay LEAD PMS

AMC Name: Emkay Investment Managers Ltd Inc Date: 12/17/18
multi cap
(PMS)
800 Strategy -6.10 -12.00 -14.80 -7.40 11.80 7.00 0.00 0.00 7.50
Nifty 200 -5.60 -10.00 -10.10 -0.40 24.50 10.80 0.00 0.00 10.90

Emkay Emerging Stars Fund Series I

AMC Name: Emkay Investment Managers Ltd. (EIML) Inc Date: 1/11/18
long only
(AIF)
374 Strategy 0.50 -2.10 -1.00 3.10 50.30 21.70 12.00
BSE Smallcap -6.00 -12.20 -15.90 -1.80 41.50 20.30 5.00

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.