Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
11.42%
6 Months
4.93%
35.03%
1 Year
−0.37%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
4.91%
19.33%
Fund Age
2 yrs 1 mo
6 yrs 10 mo
AUM
₹8 Cr
₹2,975 Cr
Alpha – 1 Year
−0.02%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
12.93%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.72
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.38
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
6.09%
-6.18%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−12.49%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
6.78%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
—
Number of Stocks
30
14
Portfolio P/E
24.51
25.70
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%
—
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%