Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.25%
6 Months
4.93%
15.19%
1 Year
−0.37%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
4.91%
25.09%
Fund Age
2 yrs 1 mo
3 yrs 5 mo
AUM
₹8 Cr
₹4,148.34 Cr
Alpha – 1 Year
−0.02%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
12.93%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.72
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.38
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
6.09%
19.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−12.49%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 26% · M 35% · S 37%
Number of Stocks
30
26
Portfolio P/E
24.51
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2% / 0% / 0%