Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder Fund
Skg India Small & Midcap Fund
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%
7.42%
6 Months
5.01%
23.73%
1 Year
8.78%
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3 Years
—
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5 Years
—
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Since Inception
8.70%
19.01%
Fund Age
2 yrs
9 mo
AUM
₹44.9 Cr
₹20.31 Cr
Alpha – 1 Year
5.80%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
17.25%
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Volatility – 3 Years
—
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Beta – 1 Year
0.90
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.26
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.50%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 62% · M 17% · S 22%
L 11% · M 29% · S 48%
Number of Stocks
—
35
Portfolio P/E
—
77.57
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%
OBSC Perfection Ltd · 18.19%
Sri Lotus Developers & Realty Ltd · 9.21%
YOGIJI DIGI LIMITED EQ · 8.60%
BHARAT Bond ETF - April 2030 · 8.34%
LG Electronics India Ltd · 7.41%
Top Sectors
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Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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