- Manager
- Emkay Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Emkay Lead
+2.84%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Emkay Investment Managers’ Emkay Lead returned 2.84% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹2.58 crore across its clients.
Key numbers
- AUM
- ₹2.58 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.12% | −6.03% | −1.09% |
| 3 months | +1.88% | −4.91% | +6.79% |
| 6 months | +12.25% | +2.13% | +10.12% |
| 1 year | +2.84% | −7.09% | +9.93% |
| 2 years | −3.06% | −5.29% | +2.23% |
| 3 years | +5.74% | +6.06% | −0.32% |
| 4 years | +5.49% | +8.47% | −2.98% |
| 5 years | +3.26% | +6.37% | −3.11% |
| Since inception | +7.44% | +11.63% | −4.19% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity100.03%₹2.58 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.58 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Emkay Lead returned?
2.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.12%; 3 months: 1.88%; 6 months: 12.25%; 1 year: 2.84%; 2 years: −3.06%; 3 years: 5.74%; 4 years: 5.49%; 5 years: 3.26%; Since inception: 7.44%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 9.93 percentage points ahead.
How much does Emkay Lead manage?
₹2.58 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Emkay Lead?
Emkay Investment Managers, a SEBI-registered portfolio manager (INP000004458), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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