Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.18%
6 Months
4.93%
10.94%
1 Year
−0.37%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
4.91%
27.03%
Fund Age
2 yrs 1 mo
5 yrs 11 mo
AUM
₹8 Cr
₹298.71 Cr
Alpha – 1 Year
−0.02%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
12.93%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.72
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
-0.38
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
6.09%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−12.49%
—
Recovery Period
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 2% · M 2% · S 86%
Number of Stocks
30
36
Portfolio P/E
24.51
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / 0% / 0%