Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
8.53%
19.55%
1 Year
11.64%
11.69%
3 Years
17.19%
15.46%
5 Years
15.63%
—
Since Inception
16.41%
23.05%
Fund Age
13 yrs 4 mo
3 yrs 4 mo
AUM
₹575.07 Cr
₹95.08 Cr
Alpha – 1 Year
6.92%
8.71%
Alpha – 3 Years
5.10%
3.58%
Information Ratio – 3 Years
0.78
0.52
Volatility – 1 Year
17.51%
27.25%
Volatility – 3 Years
14.23%
23.29%
Beta – 1 Year
0.92
1.44
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
0.42
0.33
Sharpe Ratio – 3 Years
0.84
0.66
Worst Rolling Year
-7.95%
15.47%
Value at Worst Rolling Year
₹0.92 Cr
₹1.15 Cr
Deepest Drawdown
−14.61%
−32.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
17.67%
5-Year Rolling Windows Positive
99.01%
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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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%