Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
5.48%
6 Months
4.93%
13.51%
1 Year
−0.37%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
4.91%
19.28%
Fund Age
2 yrs 1 mo
4 yrs 2 mo
AUM
₹8 Cr
₹36.17 Cr
Alpha – 1 Year
−0.02%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
12.93%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
0.72
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.38
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
6.09%
12.70%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−12.49%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 8% · M 16% · S 76%
Number of Stocks
30
24
Portfolio P/E
24.51
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%