Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
8.53%
31.10%
1 Year
11.64%
52.47%
3 Years
17.19%
17.74%
5 Years
15.63%
16.38%
Since Inception
16.41%
15.58%
Fund Age
13 yrs 4 mo
16 yrs 9 mo
AUM
₹575.07 Cr
₹132.42 Cr
Alpha – 1 Year
6.92%
47.75%
Alpha – 3 Years
5.10%
5.65%
Information Ratio – 3 Years
0.78
0.46
Volatility – 1 Year
17.51%
26.74%
Volatility – 3 Years
14.23%
21.32%
Beta – 1 Year
0.92
1.30
Beta – 3 Years
0.84
0.97
Sharpe Ratio – 1 Year
0.42
1.52
Sharpe Ratio – 3 Years
0.84
0.68
Worst Rolling Year
-7.95%
-15.93%
Value at Worst Rolling Year
₹0.92 Cr
₹0.84 Cr
Deepest Drawdown
−14.61%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
93.59%
89.14%
Median Rolling Year
16.55%
15.32%
5-Year Rolling Windows Positive
99.01%
96.48%
Market-Cap Mix
L 61% · M 15% · S 25%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%