Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−0.98%
2.59%
6 Months
4.93%
−7.48%
1 Year
−0.37%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
2.29%
Fund Age
2 yrs 1 mo
16 mo
AUM
₹8 Cr
₹10.89 Cr
Alpha – 1 Year
−0.02%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
0.72
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−12.49%
−13.29%
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 47% · M 38%
Number of Stocks
30
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%