Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
8.53%
10.94%
1 Year
11.64%
1.03%
3 Years
17.19%
11.45%
5 Years
15.63%
15.19%
Since Inception
16.41%
27.03%
Fund Age
13 yrs 4 mo
5 yrs 11 mo
AUM
₹575.07 Cr
₹298.71 Cr
Alpha – 1 Year
6.92%
−3.69%
Alpha – 3 Years
5.10%
−0.64%
Information Ratio – 3 Years
0.78
-0.04
Volatility – 1 Year
17.51%
27.68%
Volatility – 3 Years
14.23%
23.40%
Beta – 1 Year
0.92
1.45
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
0.42
-0.03
Sharpe Ratio – 3 Years
0.84
0.35
Worst Rolling Year
-7.95%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−14.61%
—
Recovery Period
122 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 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%