Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.12%
6 Months
4.93%
8.08%
1 Year
−0.37%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
4.91%
19.84%
Fund Age
2 yrs 1 mo
6 yrs 11 mo
AUM
₹8 Cr
₹3.18 Cr
Alpha – 1 Year
−0.02%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
12.93%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
0.72
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.38
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
6.09%
14.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−12.49%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 31% · M 55% · S 12%
Number of Stocks
30
29
Portfolio P/E
24.51
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –