Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.36%
6 Months
4.93%
5.01%
1 Year
−0.37%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
4.91%
10.94%
Fund Age
2 yrs 1 mo
6 yrs 11 mo
AUM
₹8 Cr
₹122.91 Cr
Alpha – 1 Year
−0.02%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
12.93%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
0.72
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.38
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
6.09%
-5.79%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−12.49%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
6.78%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 23% · M 8% · S 36%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%