Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.97%
6 Months
4.93%
6.33%
1 Year
−0.37%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
4.91%
5.18%
Fund Age
2 yrs 1 mo
19 yrs 5 mo
AUM
₹8 Cr
₹95.89 Cr
Alpha – 1 Year
−0.02%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
12.93%
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
0.72
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.38
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
6.09%
-21.50%
Value at Worst Rolling Year
₹1.06 Cr
₹0.79 Cr
Deepest Drawdown
−12.49%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
6.78%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 23% · M 8% · S 36%
L 77% · M 12% · S 11%
Number of Stocks
30
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%