Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.00%
6 Months
4.93%
20.83%
1 Year
−0.37%
12.18%
3 Years
—
13.97%
5 Years
—
17.12%
Since Inception
4.91%
15.75%
Fund Age
2 yrs 1 mo
13 yrs 8 mo
AUM
₹8 Cr
₹205.48 Cr
Alpha – 1 Year
−0.02%
9.20%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
12.93%
27.53%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.72
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-0.38
0.35
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
6.09%
-9.57%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−12.49%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
6.78%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 23% · M 8% · S 36%
L 17% · M 21% · S 60%
Number of Stocks
30
30
Portfolio P/E
24.51
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%