Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Vedartha India Opportunities Fund - Series 1
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder Fund
Vedartha India Opportunities Fund - Series 1
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%
−0.27%
6 Months
5.01%
—
1 Year
8.78%
—
3 Years
—
—
5 Years
—
—
Since Inception
8.70%
9.33%
Fund Age
2 yrs
5 mo
AUM
₹44.9 Cr
₹135 Cr
Alpha – 1 Year
5.80%
—
Alpha – 3 Years
—
—
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%
L 17% · M 12% · S 40%
Number of Stocks
—
23
Portfolio P/E
—
21.90
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%
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
Top Sectors
—
Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—