Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.98%
1.20%
6 Months
4.93%
13.72%
1 Year
−0.37%
3.07%
3 Years
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—
5 Years
—
—
Since Inception
4.91%
−0.94%
Fund Age
2 yrs 1 mo
14 mo
AUM
₹8 Cr
₹136.71 Cr
Alpha – 1 Year
−0.02%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
0.72
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−12.49%
−22.05%
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
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Market-Cap Mix
L 23% · M 8% · S 36%
M 20% · S 80%
Number of Stocks
30
—
Portfolio P/E
24.51
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Top 5 Holdings
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
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