Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.17%
6 Months
4.93%
19.62%
1 Year
−0.37%
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
4.91%
23.13%
Fund Age
2 yrs 1 mo
6 yrs 7 mo
AUM
₹8 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.02%
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
12.93%
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
0.72
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.38
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
6.09%
12.50%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−12.49%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 14% · M 33% · S 52%
Number of Stocks
30
33
Portfolio P/E
24.51
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%