Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Eklavya Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
−0.98%
6 Months
10.76%
4.93%
1 Year
8.14%
−0.37%
3 Years
7.76%
—
5 Years
10.03%
—
Since Inception
11.69%
4.91%
Fund Age
6 yrs 8 mo
2 yrs 1 mo
AUM
₹87.23 Cr
₹8 Cr
Alpha – 1 Year
8.57%
−0.02%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
12.93%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.29
0.72
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
-0.38
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
6.59%
6.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−25.42%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 23% · M 8% · S 36%
Number of Stocks
41
30
Portfolio P/E
25.23
24.51
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 2% / 0%