Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Right Horizons - Alliance
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%
1.80%
6 Months
8.53%
2.80%
1 Year
11.64%
4.89%
3 Years
17.19%
12.23%
5 Years
15.63%
10.64%
Since Inception
16.41%
8.93%
Fund Age
13 yrs 4 mo
12 yrs
AUM
₹575.07 Cr
₹134.76 Cr
Alpha – 1 Year
6.92%
−1.08%
Alpha – 3 Years
5.10%
1.34%
Information Ratio – 3 Years
0.78
0.07
Volatility – 1 Year
17.51%
10.79%
Volatility – 3 Years
14.23%
9.62%
Beta – 1 Year
0.92
1.04
Beta – 3 Years
0.84
1.10
Sharpe Ratio – 1 Year
0.42
-0.01
Sharpe Ratio – 3 Years
0.84
0.69
Worst Rolling Year
-7.95%
0.05%
Value at Worst Rolling Year
₹0.92 Cr
₹1.00 Cr
Deepest Drawdown
−14.61%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
93.59%
99.79%
Median Rolling Year
16.55%
10.94%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –