Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
MOAT - Moderate Compounders
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%
2.75%
6 Months
8.53%
8.17%
1 Year
11.64%
3.28%
3 Years
17.19%
8.41%
5 Years
15.63%
12.53%
Since Inception
16.41%
11.01%
Fund Age
13 yrs 4 mo
12 yrs 9 mo
AUM
₹575.07 Cr
₹16.57 Cr
Alpha – 1 Year
6.92%
−1.44%
Alpha – 3 Years
5.10%
−3.68%
Information Ratio – 3 Years
0.78
-0.32
Volatility – 1 Year
17.51%
20.74%
Volatility – 3 Years
14.23%
17.91%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.84
1.09
Sharpe Ratio – 1 Year
0.42
0.00
Sharpe Ratio – 3 Years
0.84
0.32
Worst Rolling Year
-7.95%
-16.89%
Value at Worst Rolling Year
₹0.92 Cr
₹0.83 Cr
Deepest Drawdown
−14.61%
−28.21%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
73.60%
Median Rolling Year
16.55%
13.43%
5-Year Rolling Windows Positive
99.01%
88.30%
Market-Cap Mix
L 61% · M 15% · S 25%
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Number of Stocks
—
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%