Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
ICICI Prudential- Rising Stars Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.99%
−6.06%
6 Months
8.53%
14.81%
1 Year
11.64%
—
3 Years
17.19%
—
5 Years
15.63%
—
Since Inception
16.41%
6.62%
Fund Age
13 yrs 4 mo
7 mo
AUM
₹575.07 Cr
₹376.54 Cr
Alpha – 1 Year
6.92%
—
Alpha – 3 Years
5.10%
—
Information Ratio – 3 Years
0.78
—
Volatility – 1 Year
17.51%
—
Volatility – 3 Years
14.23%
—
Beta – 1 Year
0.92
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.42
—
Sharpe Ratio – 3 Years
0.84
—
Worst Rolling Year
-7.95%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−14.61%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
93.59%
—
Median Rolling Year
16.55%
—
5-Year Rolling Windows Positive
99.01%
—
Market-Cap Mix
L 61% · M 15% · S 25%
L 2% · M 28% · S 68%
Number of Stocks
—
33
Portfolio P/E
—
—
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%
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
—
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—