Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
ORO-Alpha Value
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.98%
0.44%
6 Months
4.93%
5.47%
1 Year
−0.37%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
6.04%
Fund Age
2 yrs 1 mo
3 yrs 8 mo
AUM
₹8 Cr
₹1.28 Cr
Alpha – 1 Year
−0.02%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.72
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−12.49%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
6.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 42% · M 17% · S 27%
Number of Stocks
30
24
Portfolio P/E
24.51
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%