| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Emkay Investments Capital Builder | 4.78% | 11.64% | 7.96% | 17.19% | 15.63% | 16.41% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.90% | 14.49% |
| Excess over benchmark | 5.80% | 6.92% | 8.07% | 5.10% | 4.73% | 1.92% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Dec 2025 | 31 Mar 2026 | −14.61% | 91 days | 31 Jul 2026 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |