Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.98%
−2.26%
6 Months
4.93%
9.35%
1 Year
−0.37%
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
4.91%
21.24%
Fund Age
2 yrs 1 mo
4 yrs 11 mo
AUM
₹8 Cr
₹16.88 Cr
Alpha – 1 Year
−0.02%
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
12.93%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
0.72
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-0.38
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
6.09%
12.88%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−12.49%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 9% · M 17% · S 71%
Number of Stocks
30
16
Portfolio P/E
24.51
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / 0% / 0%