Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Eureka signature approach
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.53%
6 Months
4.93%
8.20%
1 Year
−0.37%
10.87%
3 Years
—
16.09%
5 Years
—
14.49%
Since Inception
4.91%
9.93%
Fund Age
2 yrs 1 mo
8 yrs 9 mo
AUM
₹8 Cr
₹64.23 Cr
Alpha – 1 Year
−0.02%
7.11%
Alpha – 3 Years
—
5.20%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
12.93%
21.13%
Volatility – 3 Years
—
19.82%
Beta – 1 Year
0.72
1.16
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-0.38
0.35
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
6.09%
-6.69%
Value at Worst Rolling Year
₹1.06 Cr
₹0.93 Cr
Deepest Drawdown
−12.49%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
6.78%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 25% · M 25% · S 42%
Number of Stocks
30
42
Portfolio P/E
24.51
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / 1% / –