Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.30%
6 Months
4.93%
9.50%
1 Year
−0.37%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
4.91%
12.90%
Fund Age
2 yrs 1 mo
19 yrs 8 mo
AUM
₹8 Cr
₹295.65 Cr
Alpha – 1 Year
−0.02%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
12.93%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.72
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.38
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
6.09%
-20.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.79 Cr
Deepest Drawdown
−12.49%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
6.78%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 23% · M 8% · S 36%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –