Emkay Logo

Emkay L.E.A.D PMS

Key Portfolio Attributes

Inception Date: 01 November 2018

Number of stocks : 20-25

Fund Manager Name: Raj Gala

Fund Manager Experience: 11 years

Fund Manager Qualification: MBA from Mumbai University

Investment Objective

Long Term Capital appreciation by investing Large and Mid Cap companies that have leadership position exhibited by strong moat , quality management and reasonable valuation.

Investment Philosophy

Follows proprietary stock evaluation module called E-Qual Risk. This module compares companies on a series of qualitative and quantitative aspects, offering a minimum required benchmark value for risk-adjusted returns. It offers this benchmark value for the entire spectrum of stocks – from large-caps to mid-caps to small-cap stocks. Built-in filters blacklist low quality / high risk companies from investment universe, thus minimizing risk for their investors’ portfolios. This module focuses on quality stocks that optimize the asset distribution for their clients’ portfolios.

Portfolio Strategy

Pure Bottom up buy and hold multi cap strategy of around 15 companies. Investing in companies that could benefit from value migration, domestic consumption.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Emkay Investment Managers Lead PMS-3.5%-11.5%-12.1%-9.6%0.8%2.7%6.4%
BSE 200 -2.8%-9.2%-5.5%1.2%8.7%15.6%11.1%

QRC Report Card *


Portfolio Holdings

Holding %
Bajaj Finance Ltd 9.50
Titan Company Ltd 8.90
Icici Bank Ltd 8.01
Infosys Ltd 7.40
Eicher Motors Ltd 7.00
Top 5 Equity Holdings 40.81

Sector Allocation

Holding %
Financial Services 28.30
IT 14.10
Gems & Jewellery 8.90
Auto 7.00
Oil & Gas 6.70
Specialty Chemicals 6.10
Ceramic Products 5.90
Abrasives 5.90
Pharma 5.50
Alcoholic Beverages 4.80
Insurance 3.80

Market Cap Allocation

Allocations %
Large Cap 78.3
Mid Cap 17.8
Small Cap
Cash 3.9

Do Not Simply Invest, Make Informed Decisions


imageBook a call with our PMS AIF Specialists


#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 22.

Related Investments

Do Not Simply Invest, Make Informed Decisions