Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.50%
6 Months
4.93%
2.02%
1 Year
−0.37%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
4.91%
9.73%
Fund Age
2 yrs 1 mo
6 yrs
AUM
₹8 Cr
₹128.19 Cr
Alpha – 1 Year
−0.02%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
12.93%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
0.72
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.38
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
6.09%
0.20%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−12.49%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
6.78%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%