Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.27%
6 Months
4.93%
−8.15%
1 Year
−0.37%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
4.91%
11.07%
Fund Age
2 yrs 1 mo
5 yrs
AUM
₹8 Cr
₹121.08 Cr
Alpha – 1 Year
−0.02%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
12.93%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
0.72
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-0.38
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
6.09%
9.88%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−12.49%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
M 20% · S 78%
Number of Stocks
30
—
Portfolio P/E
24.51
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%
2% / 1% / 0%