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Emkay - Capital Builder
Emkay - Capital Builder

Emkay - Capital Builder

  • Emkay Investment Managers Ltd
  • Multi Cap AND Flexi Cap
  • 37
    Out of 123*
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Portfolio age12 years, 9 months
1.75%
0.96%
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

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Sachin Shah
  • Manager Rank39 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.13%
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
  • 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
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
164 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.56%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2025)
Inception Date
Apr 01, 2013
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT 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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Emkay Investment Managers Ltd
Emkay Investment Managers Ltd manages assets worth Rs 1012.14 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,012.14 (As on Nov, 2025)

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
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
164 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.56%
Benchmark Return
0.96%
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
177 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.8%
Benchmark Return
0.96%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
14 Out of 28
Fixed Fee
2.50%
Scheme Return
-2.76%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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