Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.63%
6 Months
4.93%
13.11%
1 Year
−0.37%
15.44%
3 Years
—
15.82%
5 Years
—
15.29%
Since Inception
4.91%
15.37%
Fund Age
2 yrs 1 mo
9 yrs 4 mo
AUM
₹8 Cr
₹32.48 Cr
Alpha – 1 Year
−0.02%
10.72%
Alpha – 3 Years
—
3.73%
Information Ratio – 3 Years
—
0.69
Volatility – 1 Year
12.93%
17.99%
Volatility – 3 Years
—
17.45%
Beta – 1 Year
0.72
0.99
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.38
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
6.09%
-6.27%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−12.49%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
6.78%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 8% · M 22% · S 44%
Number of Stocks
30
30
Portfolio P/E
24.51
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%