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Emkay - Capital Builder
Emkay - Capital Builder

Emkay - Capital Builder

  • Emkay Investment Managers Ltd
  • Multi Cap AND Flexi Cap
  • 27
    Out of 141*
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Portfolio age13 years, 4 months
7.24%
1.73%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Sachin Shah
  • Manager Rank47 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr16.8%
Profile

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.

Other Schemes
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Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
78 Out of 278
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
Apr 01, 2013
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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INVESTMENT PHILOSOPHY

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

Investment Approach

1) Long Term Investing buy to hold 2) Conviction & patience 3) Compounding is the name of the game 4) Focused portfolio 5)Do your own homework 6) Avoid mistakes

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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Compare
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
KRChoksey - Alpha Invest
AUM (₹ Cr)
₹95.89 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 278
Fixed Fee
2.00%
Scheme Return
5.61%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Emkay Investment Managers Ltd
Emkay Investment Managers Ltd manages assets worth Rs 1603.09 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,603.09 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
1.73%
Golden Decade of Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
61 Out of 278
Fixed Fee
2.50%
Scheme Return
2.78%
Benchmark Return
1.73%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
78 Out of 278
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Emkay - Capital Builder?
There is no option for Hurdle rate.
What is the fixed fee charged in Emkay - Capital Builder ?
The fixed fee charged in Emkay - Capital Builder is 2.50%.
What is the variable fee charged in Emkay - Capital Builder ?
There is no option for Variable fee.
What is the profit sharing in Emkay - Capital Builder ?
There is no option for Profit sharing.
What is the minimum investment in Emkay - Capital Builder ?
The minimum investment in Emkay - Capital Builder is ₹50 Lacs
What type of scheme is Emkay - Capital Builder?
Emkay - Capital Builder is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Emkay - Capital Builder?
The inception date of Emkay - Capital Builder is Apr 01, 2013.
What is the exit load of Emkay - Capital Builder?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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