Investment Objective


Emkay Capital Builder AIF is an open-ended Multi-cap Category 3 AIF, that aims to identify companies with the potential to build wealth over an investment horizon of 3-5+ years.

The fund considers top 600 companies (by market cap) as its universe and is guided by a well-defined portfolio construction discipline to filter stocks based on strict limits and a three-pronged investment process.

Three-Pronged Investment Process


Earnings Growth
E-Qual Risk Framework
Purchase Price Discipline

Investment Framework


Long Term Investing

  • Low churn
  • Be patient before & after investing

Conviction & Patience

  • Focus on absolute Returns and high emphasis on Purchase Price.

Compounding is the Name of the Game

  • Winning sustainable wealth.

Do your own Homework

  • Research backed & process oriented investments.

Focused Portfolio

  • Allocation Discipline to avoid concentration risk.

Avoid Mistakes

  • Avoid unscrupulous promoters/ management
  • Businesses getting irrelevant
  • Highly leveraged companies
  • Euphoric valuation

Investment Theme


Using a bottom-up stock-picking strategy, the Capital Builder AIF aims to consistently identify businesses offering robust growth prospects and intrinsic value at a reasonable price. We employ in-house tools like E-Qual (India’s first governance-dedicated stock-picking model) to mitigate risks related to management quality.

Sector Allocation


Emkay Capital Builder uses a multi-cap strategy with 20-25 stocks.

*As on 31st March 2022

The underlying portfolio strategy for the Capital builder AIF has been a consistent performing with zero blowouts since its inception. This can largely be attributed to the intensive processes laid out in the E-Qual Risk module that make it nearly impossible for any evasive business to make its way into the fund.

TOP 5 HOLDINGS PERCENTAGE
DIVI S LABORATORIES LTD 12.5%
ZOMATO LTD 11.3%
ICICI BANK LTD 10.0%
HDFC BANK LTD 9.3%
SUN PHARMACEUTICAL INDUSTRIES LTD 8.2%

Performance Update (Emkay Capital Builder PMS)


*As on 31st March 2022

Name Since Inception
Emkay Capital Builder TWRR 20.50
BSE 500 (TRI) 12.50
Outperformance (TWRR v/s Benchmark) 8.00

Note: The portfolio returns are TWRR returns.

*As on 31st March 2022

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SEBI Registration Details


Entity Name Type/ Nature of business Activity SEBI Registration No. Fund Managers
Emkay Emerging Stars Trust SEBI Registered CAT III Alternative Investment Fund IN/AIF3/24-25/1499
  • Mr. Sachin Shah (Executive Director & Fund Manager)
  • Mr. Manish Sonthalia (Director & Chief Investment Officer)
  • Mr. Kashyap Javeri (Co-Fund Manager & Head of Research)

To know more about the Emkay Capital Builder portfolio and to receive the latest market outlook and guidance, talk to an Investment Adviser at EIML.

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Long Term Investing

  • Low churn
  • Be patient before & after investing

Conviction & Patience

Focus on absolute Returns and high emphasis on Purchase Price.

Compounding is the Name of the Game

Winning sustainable wealth.

Do your own Homework

Research backed & process oriented investments.

Focused Portfolio

Allocation Discipline to avoid concentration risk.

Avoid Mistakes

  • Avoid unscrupulous promoters/ management
  • Businesses getting irrelevant
  • Highly leveraged companies
  • Euphoric valuation