Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Right Horizons - Flexi Cap
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%
4.94%
6 Months
8.53%
11.49%
1 Year
11.64%
3.89%
3 Years
17.19%
8.19%
5 Years
15.63%
11.02%
Since Inception
16.41%
10.97%
Fund Age
13 yrs 4 mo
13 yrs 8 mo
AUM
₹575.07 Cr
₹360.51 Cr
Alpha – 1 Year
6.92%
0.91%
Alpha – 3 Years
5.10%
−3.69%
Information Ratio – 3 Years
0.78
-0.18
Volatility – 1 Year
17.51%
23.04%
Volatility – 3 Years
14.23%
19.34%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
0.42
0.04
Sharpe Ratio – 3 Years
0.84
0.30
Worst Rolling Year
-7.95%
-8.10%
Value at Worst Rolling Year
₹0.92 Cr
₹0.92 Cr
Deepest Drawdown
−14.61%
−30.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
95.59%
Median Rolling Year
16.55%
11.30%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%