Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
1.41%
6 Months
4.93%
13.18%
1 Year
−0.37%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
4.91%
11.83%
Fund Age
2 yrs 1 mo
4 yrs 11 mo
AUM
₹8 Cr
₹31.01 Cr
Alpha – 1 Year
−0.02%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
12.93%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.72
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.38
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
6.09%
12.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−12.49%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 8% · S 36%
L 37% · M 30% · S 33%
Number of Stocks
30
26
Portfolio P/E
24.51
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
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