Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.10%
6 Months
4.93%
24.70%
1 Year
−0.37%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
4.91%
17.31%
Fund Age
2 yrs 1 mo
7 yrs 2 mo
AUM
₹8 Cr
₹328.39 Cr
Alpha – 1 Year
−0.02%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
12.93%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
0.72
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.38
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
6.09%
7.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−12.49%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
—
Number of Stocks
30
16
Portfolio P/E
24.51
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2% / 1% / 1%