It is a multi-cap portfolio that aims to identify companies with the potential to build wealth over an investment horizon of 3-5+ years.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Emkay Investment Managers Ltd Capital Builder | Multi Cap & Flexi Cap | Mr. Sachin Shah & Kashyap Javeri | 01 April 2013 | 13Y 0M | S&P BSE 500 TRI | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.80% | 24.75% | 68.59% | 25.55% | 0.33 | 7.24% | 2.33 | 5.34% | 0.65 | 53.21 % |
| Nifty 500 | -0.10% | 24.41% | 24.31% | 0.31 | 3.95% | 0.55 | 50.00 % | |||
| Nifty Midcap 100 | -7.10% | 23.75% | 16.65% | 0.32 | 0.07% | 0.01 | 50.64 % | |||
| Nifty Smallcap 100 | 2.38% | 23.66% | 26.04% | 0.24 | 3.40% | 0.24 | 46.79 % | |||
| BSE 500 | 0.25% | 24.41% | 24.66% | 0.31 | 4.08% | 0.57 | 50.00 % | |||
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Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
