Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Tamohara - Q Strategy
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%
−0.46%
6 Months
8.53%
6.77%
1 Year
11.64%
7.38%
3 Years
17.19%
9.03%
5 Years
15.63%
—
Since Inception
16.41%
10.29%
Fund Age
13 yrs 4 mo
4 yrs 2 mo
AUM
₹575.07 Cr
₹9.69 Cr
Alpha – 1 Year
6.92%
7.73%
Alpha – 3 Years
5.10%
0.04%
Information Ratio – 3 Years
0.78
0.09
Volatility – 1 Year
17.51%
17.08%
Volatility – 3 Years
14.23%
16.18%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
0.42
0.20
Sharpe Ratio – 3 Years
0.84
0.33
Worst Rolling Year
-7.95%
7.39%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−14.61%
−24.88%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
93.59%
100.00%
Median Rolling Year
16.55%
9.85%
5-Year Rolling Windows Positive
99.01%
—
Market-Cap Mix
L 61% · M 15% · S 25%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –