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 | 12Y 9M | 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 | -11.02% | 10.99% | 67.97% | -0.03% | 0.88 | 12.22% | 0.56 | 4.07% | 0.53 | 52.29 % |
| Nifty 500 | -7.33% | 11.13% | 3.80% | 0.79 | 2.69% | 0.41 | 49.67 % | |||
| Nifty Midcap 100 | -6.51% | 11.25% | 4.74% | 0.59 | -1.03% | -0.12 | 50.33 % | |||
| Nifty Smallcap 100 | 4.69% | 11.42% | 16.11% | 0.44 | 2.10% | 0.15 | 46.41 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
