Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Capital Builder vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Capital Builder
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
8.53%
13.10%
1 Year
11.64%
18.11%
3 Years
17.19%
14.56%
5 Years
15.63%
8.71%
Since Inception
16.41%
13.67%
Fund Age
13 yrs 4 mo
11 yrs 2 mo
AUM
₹575.07 Cr
₹138.06 Cr
Alpha – 1 Year
6.92%
18.46%
Alpha – 3 Years
5.10%
5.57%
Information Ratio – 3 Years
0.78
0.62
Volatility – 1 Year
17.51%
22.83%
Volatility – 3 Years
14.23%
16.72%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.42
0.61
Sharpe Ratio – 3 Years
0.84
0.55
Worst Rolling Year
-7.95%
-8.44%
Value at Worst Rolling Year
₹0.92 Cr
₹0.92 Cr
Deepest Drawdown
−14.61%
−17.10%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
93.59%
92.53%
Median Rolling Year
16.55%
13.06%
5-Year Rolling Windows Positive
99.01%
100.00%
Market-Cap Mix
L 61% · M 15% · S 25%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%