Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.41%
6 Months
4.93%
2.04%
1 Year
−0.37%
13.04%
3 Years
—
15.74%
5 Years
—
14.15%
Since Inception
4.91%
15.13%
Fund Age
2 yrs 1 mo
14 yrs 1 mo
AUM
₹8 Cr
₹850.7 Cr
Alpha – 1 Year
−0.02%
13.39%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
12.93%
18.01%
Volatility – 3 Years
—
15.42%
Beta – 1 Year
0.72
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.38
0.48
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
6.09%
-19.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.81 Cr
Deepest Drawdown
−12.49%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
6.78%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 23% · M 8% · S 36%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%