Emkay Investments - Capital Builder

EQUITY MULTI CAP

A long-term, buy-and-hold fund focused on compounding returns through conviction and patience.

+17.24%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Apr '13

Total AUM

₹435.69Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.2%

Cash0.8%

Equity market cap split

Large Cap65.4%

Small Cap19.3%

Mid Cap14.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

SS
Sachin Shah
Fund Manager
View details

About

Sachin is a seasoned fund manager with over two decades of experience in the india equity markets. By Viture of his extensive reseach , sachin realised early on the need for a framework in which companies with evasively tricky standing needed to be filtered out very objectively, leading to the development of E Qual Risk, EMILls proprietary module which helps to evaluate and compare listed companies on various aspects of governance.

Experience

Over two decades of experience in the Indian equity markets.

Investment philosophy

Specializes in Indian equity markets and governance-based company evaluation frameworks.

Awards