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Emkay Capital Builder Fund


Key Portfolio Attributes

Mr. Sachin Shah

Inception Date: 01 Apr 2013

Number of stocks : 20

Fund Manager Name: Sachin Shah

Fund Manager Experience:

Fund Manager - Emkay Global Financial Services (Nov'11 - Present),

Portfolio Manager - J J Bhabhera Share Brokers (Jan'08 -Oct'11),

Vice President - PMS (Feb'01 - Dec'07).

Fund Manager Qualification:

He has done B.com from Narsee Monjee and CFA from ICFAI.

Investment Objective

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.

Portfolio Strategy

Bottom-up stock picking across the market cap & sectors

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 *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 29 Feb 2024. 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 23.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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