Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.99%
5.72%
6 Months
8.53%
23.48%
1 Year
11.64%
38.68%
3 Years
17.19%
26.01%
5 Years
15.63%
16.58%
Since Inception
16.41%
18.98%
Fund Age
13 yrs 4 mo
16 yrs 6 mo
AUM
₹575.07 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.92%
33.96%
Alpha – 3 Years
5.10%
13.92%
Information Ratio – 3 Years
0.78
1.27
Volatility – 1 Year
17.51%
28.06%
Volatility – 3 Years
14.23%
20.41%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
0.42
1.12
Sharpe Ratio – 3 Years
0.84
1.06
Worst Rolling Year
-7.95%
-4.06%
Value at Worst Rolling Year
₹0.92 Cr
₹0.96 Cr
Deepest Drawdown
−14.61%
−18.24%
Recovery Period
122 days
60 days
1-Year Rolling Windows Positive
93.59%
98.28%
Median Rolling Year
16.55%
16.41%
5-Year Rolling Windows Positive
99.01%
99.28%
Market-Cap Mix
L 61% · M 15% · S 25%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%