Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder Fund
Steptrade Revolution Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
6.84%
1.11%
6 Months
5.01%
12.07%
1 Year
8.78%
−10.50%
3 Years
—
—
5 Years
—
—
Since Inception
8.70%
10.88%
Fund Age
2 yrs
2 yrs 2 mo
AUM
₹44.9 Cr
₹167 Cr
Alpha – 1 Year
5.80%
−15.69%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.25%
34.34%
Volatility – 3 Years
—
—
Beta – 1 Year
0.90
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.26
-0.25
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.50%
−31.60%
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%
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%