Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Solidarity Advisors - Prudence
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%
8.45%
6 Months
8.53%
29.49%
1 Year
11.64%
37.09%
3 Years
17.19%
18.49%
5 Years
15.63%
12.39%
Since Inception
16.41%
18.64%
Fund Age
13 yrs 4 mo
10 yrs 3 mo
AUM
₹575.07 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.92%
32.37%
Alpha – 3 Years
5.10%
6.40%
Information Ratio – 3 Years
0.78
0.52
Volatility – 1 Year
17.51%
25.02%
Volatility – 3 Years
14.23%
18.27%
Beta – 1 Year
0.92
1.22
Beta – 3 Years
0.84
0.89
Sharpe Ratio – 1 Year
0.42
1.18
Sharpe Ratio – 3 Years
0.84
0.74
Worst Rolling Year
-7.95%
-0.28%
Value at Worst Rolling Year
₹0.92 Cr
₹1.00 Cr
Deepest Drawdown
−14.61%
−13.15%
Recovery Period
122 days
44 days
1-Year Rolling Windows Positive
93.59%
99.89%
Median Rolling Year
16.55%
16.20%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%