Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Quest Smart Alpha Sector Rotation Series II
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder Fund
Quest Smart Alpha Sector Rotation Series II
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.84%
4.80%
6 Months
5.01%
16.00%
1 Year
8.78%
10.07%
3 Years
—
—
5 Years
—
—
Since Inception
8.70%
3.05%
Fund Age
2 yrs
1 yr 11 mo
AUM
₹44.9 Cr
—
Alpha – 1 Year
5.80%
5.67%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.25%
18.85%
Volatility – 3 Years
—
—
Beta – 1 Year
0.90
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.26
0.32
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.50%
−17.26%
Recovery Period
Not yet recovered
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%
L 18% · M 32% · S 38%
Number of Stocks
—
23
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%
Sansera Engineering Ltd · 8.09%
Vishal Mega Mart Ltd · 6.80%
One 97 Communications Ltd · 6.72%
Coforge Ltd · 5.83%
TVS Holdings Ltd · 5.74%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—