Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.64%
6 Months
4.93%
5.29%
1 Year
−0.37%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
4.91%
12.31%
Fund Age
2 yrs 1 mo
3 yrs 11 mo
AUM
₹8 Cr
₹56.94 Cr
Alpha – 1 Year
−0.02%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
12.93%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
0.72
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.38
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
6.09%
8.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−12.49%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%