Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
1.41%
6 Months
8.53%
13.18%
1 Year
11.64%
2.91%
3 Years
17.19%
14.27%
5 Years
15.63%
—
Since Inception
16.41%
11.83%
Fund Age
13 yrs 4 mo
4 yrs 11 mo
AUM
₹575.07 Cr
₹31.01 Cr
Alpha – 1 Year
6.92%
−1.81%
Alpha – 3 Years
5.10%
2.18%
Information Ratio – 3 Years
0.78
0.24
Volatility – 1 Year
17.51%
18.67%
Volatility – 3 Years
14.23%
17.11%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
0.42
-0.04
Sharpe Ratio – 3 Years
0.84
0.56
Worst Rolling Year
-7.95%
12.64%
Value at Worst Rolling Year
₹0.92 Cr
₹1.13 Cr
Deepest Drawdown
−14.61%
−24.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
17.60%
5-Year Rolling Windows Positive
99.01%
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Market-Cap Mix
L 61% · M 15% · S 25%
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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