Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.42%
6 Months
4.93%
4.79%
1 Year
−0.37%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
4.91%
15.96%
Fund Age
2 yrs 1 mo
5 yrs 5 mo
AUM
₹8 Cr
₹45.81 Cr
Alpha – 1 Year
−0.02%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
12.93%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
0.72
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.38
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
6.09%
10.84%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−12.49%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 23% · M 4% · S 73%
Number of Stocks
30
16
Portfolio P/E
24.51
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%