Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.47%
6 Months
4.93%
0.32%
1 Year
−0.37%
1.03%
3 Years
—
14.82%
5 Years
—
11.82%
Since Inception
4.91%
13.07%
Fund Age
2 yrs 1 mo
5 yrs 2 mo
AUM
₹8 Cr
₹56.08 Cr
Alpha – 1 Year
−0.02%
−1.95%
Alpha – 3 Years
—
2.94%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
12.93%
13.89%
Volatility – 3 Years
—
18.35%
Beta – 1 Year
0.72
0.75
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.38
-0.25
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
6.09%
12.65%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−12.49%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 38% · M 29% · S 24%
Number of Stocks
30
37
Portfolio P/E
24.51
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%