Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Mansi share-seven islands PMS
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.10%
6 Months
4.93%
29.13%
1 Year
−0.37%
20.96%
3 Years
—
17.22%
5 Years
—
—
Since Inception
4.91%
23.59%
Fund Age
2 yrs 1 mo
3 yrs 7 mo
AUM
₹8 Cr
₹147.56 Cr
Alpha – 1 Year
−0.02%
16.24%
Alpha – 3 Years
—
5.13%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
12.93%
30.80%
Volatility – 3 Years
—
25.65%
Beta – 1 Year
0.72
1.54
Beta – 3 Years
—
1.41
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
6.09%
15.38%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−12.49%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
21.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 63% · M 11% · S 17%
Number of Stocks
30
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%