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 3M | 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 | 6.94% | 9.72% | 68.79% | 16.66% | 0.21 | 7.16% | 1.62 | 4.69% | 0.55 | 52.87 % |
| Nifty 500 | 3.35% | 8.96% | 12.31% | 0.16 | 3.06% | 0.39 | 49.68 % | |||
| Nifty Midcap 100 | -4.07% | 8.89% | 4.82% | 0.15 | -0.90% | -0.09 | 50.32 % | |||
| Nifty Smallcap 100 | 2.35% | 3.45% | 5.80% | 0.09 | 1.90% | 0.13 | 46.50 % | |||
| BSE 500 | 3.81% | 8.94% | 12.75% | 0.16 | 3.20% | 0.41 | 49.68 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30th Jun 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 Apr 26.
