Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
−0.98%
6 Months
−2.32%
4.93%
1 Year
−4.30%
−0.37%
3 Years
4.86%
—
5 Years
5.12%
—
Since Inception
13.15%
4.91%
Fund Age
16 yrs 7 mo
2 yrs 1 mo
AUM
₹21.07 Cr
₹8 Cr
Alpha – 1 Year
−7.28%
−0.02%
Alpha – 3 Years
−7.02%
—
Information Ratio – 3 Years
-1.10
—
Volatility – 1 Year
16.85%
12.93%
Volatility – 3 Years
18.06%
—
Beta – 1 Year
0.95
0.72
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.50
-0.38
Sharpe Ratio – 3 Years
0.05
—
Worst Rolling Year
-4.57%
6.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−24.09%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 23% · M 8% · S 36%
Number of Stocks
34
30
Portfolio P/E
41.34
24.51
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 2% / 0%