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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.9% | −5.6% | +2.6% |
| 3 Months | +4.0% | −3.6% | +7.5% |
| 6 Months | +25.9% | +8.1% | +17.9% |
| 1 Year | +9.6% | −2.3% | +11.9% |
|---|
| 2 Years | +2.3% | −3.9% | +6.2% |
|---|
| 3 Years (CAGR) | +12.6% | +9.2% | +3.4% |
|---|
| 4 Years (CAGR) | +13.3% | +11.2% | +2.1% |
|---|
| 5 Years (CAGR) | +10.0% | +8.9% | +1.1% |
|---|
| Since launch | +13.6% | +11.7% | +2.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 61-month window · Source: Computed from NAV history
Maximum drawdown: 19.5%
Emkay Investment Managers’s story and investment philosophy are on the Emkay Investment Managers firm page.
Vikaas M Sachdeva
Fund managerChief Executive Officer, Emkay Investment Managers Ltd.
Industry veteran with over three decades of experience across sales, distribution, marketing and investment management. Former CEO of Edelweiss Asset Management and Global CEO of Enam Asset Management. Has served on MFAC, AMFI and India FinTech Forum committees.
Manish Sonthalia
Fund managerDirector and Chief Investment Officer, Emkay Investment Managers Ltd.
Manish Sonthalia serves as the Chief Investment Officer of Emkay Investment Managers Ltd. He has over 3 decades of exhaustive experience in equity fund management and research covering Indian Markets. A commerce graduate from St. Xavier's College, Kolkata, Manish is also a member of The Institute of Cost and Works Accountants of India, The Institute of Chartered Accountants of India and The Institute of Company Secretaries of India. He has completed his MBA in Finance from IISWBM. His research paper on Indian Markets 'A Rising Consumer Class', was published by the Global World Economic Forum in 2010. His views are frequently sought by leading Media channels in India as well as globally.
Sachin Shah
Fund managerExecutive Director and Fund Manager, Emkay Investment Managers Ltd.
Sachin Shah is a seasoned investment professional with over 25 years of experience in the Indian equity markets. For the past 14 years, he has been an integral part of Emkay Investment Managers Ltd., currently serving as Executive Director and Fund Manager. At Emkay, Sachin leads the flagship Emkay Capital Builder Strategy, a high-conviction, flexi-cap portfolio known for its disciplined, low-churn approach and long-term wealth creation. His investment philosophy is centered on process-driven research, deep business and management quality insights, and building portfolios of enduring compounders. Sachin successfully managed the Emkay Emerging Stars Funds I-IV, a series of AIF Category III close-ended small-cap funds. Sachin's investment philosophy is rooted in rigorous bottom-up research to uncover high-quality businesses with strong fundamentals. One of Sachin's key strengths lies in his ability to assess and price risk accurately, ensuring capital is allocated in line with a robust risk-reward framework.
Kashyap Javeri
Fund managerHead of Research and Fund Manager, Emkay Investment Managers Ltd.
Kashyap Javeri is a Fund Manager with more than two decades of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
Nagesh Pai
Fund managerNational Sales Head, Emkay Investment Managers Ltd.
Nagesh is a seasoned professional with over two decades of experience in the financial services sector. As the National Sales Head at Emkay Investment Managers, he plays a pivotal role in driving sales strategies and fostering key client relationships along with business development. In his previous stints, Nagesh has been in key leadership roles at several prominent financial institutions driving business with his expertise in areas of sales management and strategic planning.
Arvind Tankkar
Fund managerChief Operating Officer, Emkay Investment Managers Ltd.
Arvind is a seasoned operations leader with over two decades of experience in the financial-services industry. A Commerce Graduate and Chartered Accountant by qualification, he has been instrumental in designing and strengthening robust operational frameworks for portfolio management and alternative investment platforms emphasizing accuracy, transparency, and strict regulatory compliance. With a focus on functional automation, Arvind drives process improvements to enhance productivity, reinforce control environments, and support scalable business growth. In his current role as Chief Operating Officer at Emkay Investment Managers, Arvind oversees operations, service, and compliance functions managing an efficient, customer-focused, and future-ready operational platform.
Raj Gala
Fund managerFund Manager, Emkay Investment Managers Ltd.
Fund manager with over a decade of experience in asset allocation, company analysis and equity advisory (PMS/ND-PMS/direct equities). Former senior equity analyst managing event-based strategies.
Krishna Kumar Karwa
Managing Director, Emkay Global Financial Services Ltd.
Krishna is a distinguished rank holder from the prestigious Institute of Chartered Accountants of India (ICAI). With over three decades of extensive experience, Krishna holds the esteemed position of Promoter and Managing Director at Emkay. His expertise spans across all facets of the Equity Capital Markets, where he plays a pivotal role in overseeing the Research, Asset Management, and Corporate Advisory divisions at Emkay. Notably, Krishna's contributions extend beyond Emkay, as he has served as a Director on the Board of West Coast Paper Mills Ltd., further showcasing his dedication to fostering excellence across diverse sectors.
Prakash Kacholia
Managing Director, Emkay Global Financial Services Ltd.
Prakash is an accomplished Chartered Accountant from the 1987 batch of the prestigious ICAI, boasting over three decades of invaluable experience in the dynamic Capital Market. Prakash's expertise extends beyond the corporate realm; he has made significant contributions as a member of the SEBI Committee on Derivatives. Moreover, his seasoned leadership has played a pivotal role in his directorship on the boards of Bombay Stock Exchange Limited, Central Depository Services (India) Limited, and BOI Shareholding Limited, a subsidiary of the Bank of India. During his tenure as Director at BSE Limited, he also served as a member of the Audit Committee. He is currently a member of the Advisory Committee of the NSE and serves as a Director on the Board of West Coast Paper Mills Ltd.
Registration No
INP000004458
Fund Manager
Mr.Kashyap Javeri
Principal Officer
Mr.Kashyap Javeri
Inflow
₹10.41 Cr
Outflow
₹0.14 Cr
Net
₹10.27 Cr
Not reported — complaint data for this strategy isn't available yet.
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