Affluense AI AFFLUENSE

Capital Builder

Emkay Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2013
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

1) **Strategic Buy-and-Hold Approach:** Emphasizing a long-term investment horizon, this strategy involves acquiring assets with the intention of holding them for an extended period. 2) **Cultivating Conviction and Perseverance:** The disciplined application of strong investment beliefs, coupled with the resilience to withstand market fluctuations, is crucial. 3) **Leveraging the Power of Compounding:** The core principle lies in harnessing the exponential growth potential of reinvested earnings over time. 4) **Concentrated Portfolio Construction:** A deliberate selection of a limited number of high-conviction investments to maximize potential returns. 5) **Diligent Due Diligence:** Conducting thorough independent research and analysis prior to making any investment decisions. 6) **Mitigating Investment Errors:** Implementing strategies and making informed choices to minimize the occurrence of detrimental investment decisions.

Investment Objective

This is a diversified equity portfolio designed to capitalize on the growth potential of companies across market capitalizations. The investment objective is to identify businesses with the capacity for significant wealth creation over a medium to long-term investment horizon of three to five years or more.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.27% -0.24% -0.03%
3 MONTHS 7.01% 5.02% 1.99%
6 MONTHS 7.36% 1.63% 5.73%
1 YEAR 10.44% 7.63% 2.81%
2 YEAR 18.07% 11.65% 6.42%
3 YEAR 21.59% 16.41% 5.18%
5 YEAR 20.34% 16.82% 3.52%
SINCE INCEPTION 16.99% 15.44% 1.55%

Calendar Year Performance

Year Return
CY 2025 10.44%
CY 2024 26.20%
CY 2023 29.40%
CY 2022 9.18%
CY 2021 28.52%
CY 2020 13.19%
CY 2019 0.90%
CY 2018 -5.58%
CY 2017 31.89%
CY 2016 8.21%
CY 2015 4.29%
CY 2014 58.52%
CY 2013 13.04%

Financial Year Performance

Year Return
FY 26_YTD 19.43%
FY 25 11.40%
FY 24 37.50%
FY 23 7.87%
FY 22 20.63%
FY 21 70.72%
FY 20 -31.85%
FY 19 1.64%
FY 18 11.56%
FY 17 27.26%
FY 16 -2.92%
FY 15 51.22%
FY 14 21.15%
FY 13 13.04%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sachin Shah

Executive Director , Fund Manager

With over twenty years of dedicated experience in the Indian equity landscape, Sachin, a distinguished fund manager, recognized the imperative for a systematic approach to identify and exclude companies exhibiting significant governance challenges. This insight led to the creation of EQual Risk, EMIL's proprietary module. This advanced framework meticulously assesses and benchmarks publicly traded entities across a spectrum of governance parameters, ensuring a robust evaluation process.

Kashyap Javeri

HOR , Fund Manager

Kashyap Javeri serves as a Fund Manager, possessing over ten years of expertise in analyzing companies and industry sectors. His contributions are characterized by profound understanding of equity markets and economic trends. Before his tenure at Emkay Investment Managers, Mr. Javeri spent eight years as a recognized BFSI analyst at Emkay Institutional Equities and previously held the role of midcap analyst at Sharekhan Ltd. His comprehensive knowledge extends across diverse manufacturing and services industries, as well as the banking and economics domains.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
19
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
12 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)