Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−0.98%
−1.07%
6 Months
4.93%
4.90%
1 Year
−0.37%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
8.35%
Fund Age
2 yrs 1 mo
2 yrs 11 mo
AUM
₹8 Cr
₹5.79 Cr
Alpha – 1 Year
−0.02%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
0.72
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−12.49%
−10.35%
Recovery Period
Not yet recovered
92 days
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 23% · M 8% · S 15%
Number of Stocks
30
—
Portfolio P/E
24.51
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%