Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
−0.98%
6 Months
10.26%
4.93%
1 Year
20.10%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
4.91%
Fund Age
18 mo
2 yrs 1 mo
AUM
₹79.16 Cr
₹8 Cr
Alpha – 1 Year
17.12%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−14.77%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 23% · M 8% · S 36%
Number of Stocks
66
30
Portfolio P/E
52.54
24.51
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%