- Manager
- Emkay Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Emkay New Vitalized India
+26.24%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Emkay Investment Managers’ Emkay New Vitalized India returned 26.24% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹111 crore across its clients.
Key numbers
- AUM
- ₹111 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.37×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.73% | −5.57% | +4.84% |
| 3 months | +6.98% | −3.59% | +10.57% |
| 6 months | +33.46% | +8.07% | +25.39% |
| 1 year | +26.24% | −2.33% | +28.57% |
| 2 years | +9.50% | −3.93% | +13.43% |
| 3 years | +17.34% | +9.20% | +8.14% |
| 4 years | +21.51% | +11.21% | +10.30% |
| Since inception | +23.28% | +12.44% | +10.84% |
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 equity90.20%₹99.95 Cr
- Cash and other9.37%₹10.38 Cr
- Mutual funds0.44%₹0.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.41 Cr
- Outflow, Sep 2026
- ₹1.30 Cr
- Net, Sep 2026
- ₹0.12 Cr
- Net, FY to date
- ₹7.69 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.37×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Emkay New Vitalized India returned?
26.24% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.73%; 3 months: 6.98%; 6 months: 33.46%; 1 year: 26.24%; 2 years: 9.50%; 3 years: 17.34%; 4 years: 21.51%; Since inception: 23.28%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 28.57 percentage points ahead.
How much does Emkay New Vitalized India manage?
₹111 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 New Vitalized India?
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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