Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
1.15%
6 Months
4.93%
3.53%
1 Year
−0.37%
−0.08%
3 Years
—
14.56%
5 Years
—
12.33%
Since Inception
4.91%
18.88%
Fund Age
2 yrs 1 mo
16 yrs 7 mo
AUM
₹8 Cr
₹1,574.57 Cr
Alpha – 1 Year
−0.02%
0.35%
Alpha – 3 Years
—
5.99%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
12.93%
16.64%
Volatility – 3 Years
—
15.28%
Beta – 1 Year
0.72
0.97
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-0.38
-0.25
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
6.09%
-0.31%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−12.49%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
6.78%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 39% · M 8% · S 47%
Number of Stocks
30
33
Portfolio P/E
24.51
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%