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Emkay - Capital Builder Fund vs I Wealth - I Wealth Fund 2

Emkay - Capital Builder Fund

I Wealth - I Wealth Fund 2

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Growth of ₹1 Crore

Emkay - Capital Builder Fund

I Wealth - I Wealth Fund 2

Return for the risk

1 yr return

-5%

10%

15%

Nifty 500 · 3%

Emkay - Capital Builder Fund

8.8% • vol 17.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

6.84%

4.76%

6 Months

5.01%

23.06%

1 Year

8.78%

58.27%

3 Years

—

21.99%

5 Years

—

30.71%

Since Inception

8.70%

23.77%

Fund Age

2 yrs

2 yrs 9 mo

AUM

₹44.9 Cr

₹200 Cr

Alpha – 1 Year

5.80%

31.96%

Alpha – 3 Years

—

5.45%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.25%

—

Volatility – 3 Years

—

Beta – 1 Year

0.90

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.26

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−14.50%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 62% · M 17% · S 22%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Divis Laboratories Ltd · 9.50%

HDFC Bank Ltd · 7.80%

Federal Bank Ltd · 7.60%

Laurus Labs Ltd · 7.60%

ICICI Bank Ltd · 7.30%

—

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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