Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.75%
6 Months
4.93%
8.17%
1 Year
−0.37%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
4.91%
11.01%
Fund Age
2 yrs 1 mo
12 yrs 9 mo
AUM
₹8 Cr
₹16.57 Cr
Alpha – 1 Year
−0.02%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
12.93%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
0.72
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
-0.38
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
6.09%
-16.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.83 Cr
Deepest Drawdown
−12.49%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
6.78%
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%