Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
4.15%
6 Months
8.53%
18.21%
1 Year
11.64%
19.11%
3 Years
17.19%
23.58%
5 Years
15.63%
18.40%
Since Inception
16.41%
13.93%
Fund Age
13 yrs 4 mo
11 yrs 4 mo
AUM
₹575.07 Cr
₹13.37 Cr
Alpha – 1 Year
6.92%
16.13%
Alpha – 3 Years
5.10%
11.69%
Information Ratio – 3 Years
0.78
1.24
Volatility – 1 Year
17.51%
18.18%
Volatility – 3 Years
14.23%
17.99%
Beta – 1 Year
0.92
0.94
Beta – 3 Years
0.84
1.01
Sharpe Ratio – 1 Year
0.42
0.75
Sharpe Ratio – 3 Years
0.84
0.97
Worst Rolling Year
-7.95%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−14.61%
−20.05%
Recovery Period
122 days
162 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 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%