Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.08%
6 Months
4.93%
14.24%
1 Year
−0.37%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
4.91%
11.80%
Fund Age
2 yrs 1 mo
10 yrs 3 mo
AUM
₹8 Cr
₹251.07 Cr
Alpha – 1 Year
−0.02%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
12.93%
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
0.72
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.38
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
6.09%
-3.45%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−12.49%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
6.78%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 30% · M 32% · S 34%
Number of Stocks
30
28
Portfolio P/E
24.51
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%