Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
NJ - Multicap
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
2.92%
6 Months
4.93%
8.20%
1 Year
−0.37%
15.48%
3 Years
—
18.05%
5 Years
—
15.54%
Since Inception
4.91%
14.61%
Fund Age
2 yrs 1 mo
10 yrs 4 mo
AUM
₹8 Cr
₹747.6 Cr
Alpha – 1 Year
−0.02%
15.83%
Alpha – 3 Years
—
9.06%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
12.93%
18.67%
Volatility – 3 Years
—
21.45%
Beta – 1 Year
0.72
1.12
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
6.09%
-13.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.86 Cr
Deepest Drawdown
−12.49%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
6.78%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 35% · M 50% · S 14%
Number of Stocks
30
25
Portfolio P/E
24.51
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%