Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Eklavya Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
−0.98%
6 Months
22.77%
4.93%
1 Year
24.21%
−0.37%
3 Years
13.20%
—
5 Years
12.56%
—
Since Inception
18.69%
4.91%
Fund Age
7 yrs 4 mo
2 yrs 1 mo
AUM
₹114.64 Cr
₹8 Cr
Alpha – 1 Year
19.49%
−0.02%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
24.82%
12.93%
Volatility – 3 Years
21.64%
—
Beta – 1 Year
1.34
0.72
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
-0.38
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
10.43%
6.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−24.42%
−12.49%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 23% · M 8% · S 36%
Number of Stocks
32
30
Portfolio P/E
37.13
24.51
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%