Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Eklavya Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
−0.98%
6 Months
−1.27%
4.93%
1 Year
2.67%
−0.37%
3 Years
6.64%
—
5 Years
7.83%
—
Since Inception
10.74%
4.91%
Fund Age
8 yrs 1 mo
2 yrs 1 mo
AUM
₹495.64 Cr
₹8 Cr
Alpha – 1 Year
−0.31%
−0.02%
Alpha – 3 Years
−5.24%
—
Information Ratio – 3 Years
-0.72
—
Volatility – 1 Year
17.10%
12.93%
Volatility – 3 Years
16.45%
—
Beta – 1 Year
0.95
0.72
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.08
-0.38
Sharpe Ratio – 3 Years
0.14
—
Worst Rolling Year
6.09%
6.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.06 Cr
Deepest Drawdown
−22.30%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 23% · M 8% · S 36%
Number of Stocks
26
30
Portfolio P/E
31.96
24.51
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%