Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
−5.12%
6 Months
4.93%
10.94%
1 Year
−0.37%
14.16%
3 Years
—
7.74%
5 Years
—
3.22%
Since Inception
4.91%
10.15%
Fund Age
2 yrs 1 mo
7 yrs 2 mo
AUM
₹8 Cr
₹34.95 Cr
Alpha – 1 Year
−0.02%
14.51%
Alpha – 3 Years
—
−1.26%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
12.93%
25.75%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
0.72
1.43
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.38
0.43
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
6.09%
-2.37%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−12.49%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
6.78%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 41% · M 32% · S 26%
Number of Stocks
30
19
Portfolio P/E
24.51
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%