Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.77%
6 Months
4.93%
8.02%
1 Year
−0.37%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
4.91%
14.35%
Fund Age
2 yrs 1 mo
5 yrs 9 mo
AUM
₹8 Cr
₹11.85 Cr
Alpha – 1 Year
−0.02%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
12.93%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
0.72
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.38
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
6.09%
7.60%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−12.49%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%