Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
−0.19%
6 Months
4.93%
11.46%
1 Year
−0.37%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
4.91%
13.34%
Fund Age
2 yrs 1 mo
5 yrs 3 mo
AUM
₹8 Cr
₹34.29 Cr
Alpha – 1 Year
−0.02%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
12.93%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
0.72
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.38
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
6.09%
7.11%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−12.49%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 5% · M 7% · S 69%
Number of Stocks
30
37
Portfolio P/E
24.51
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2.5% / 0% / 0%