Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
0.48%
6 Months
8.53%
0.17%
1 Year
11.64%
1.53%
3 Years
17.19%
6.30%
5 Years
15.63%
7.16%
Since Inception
16.41%
16.58%
Fund Age
13 yrs 4 mo
6 yrs 6 mo
AUM
₹575.07 Cr
₹182.72 Cr
Alpha – 1 Year
6.92%
−3.19%
Alpha – 3 Years
5.10%
−5.79%
Information Ratio – 3 Years
0.78
-1.15
Volatility – 1 Year
17.51%
17.17%
Volatility – 3 Years
14.23%
15.94%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
0.42
-0.13
Sharpe Ratio – 3 Years
0.84
0.13
Worst Rolling Year
-7.95%
6.16%
Value at Worst Rolling Year
₹0.92 Cr
₹1.06 Cr
Deepest Drawdown
−14.61%
−24.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
15.55%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
Top 5 Holdings
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%