Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.74%
6 Months
4.93%
1.17%
1 Year
−0.37%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
4.91%
16.58%
Fund Age
2 yrs 1 mo
4 yrs 5 mo
AUM
₹8 Cr
₹72.15 Cr
Alpha – 1 Year
−0.02%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.72
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
6.09%
15.14%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−12.49%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
21.99%
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%
—
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.75% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%