Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.98%
1.80%
6 Months
4.93%
2.80%
1 Year
−0.37%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
4.91%
8.93%
Fund Age
2 yrs 1 mo
12 yrs
AUM
₹8 Cr
₹134.76 Cr
Alpha – 1 Year
−0.02%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
12.93%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
0.72
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.38
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
6.09%
0.05%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−12.49%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
6.78%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 50% · M 11% · S 8%
Number of Stocks
30
33
Portfolio P/E
24.51
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –