Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Eklavya Equity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
12.27%
6 Months
4.93%
−1.13%
1 Year
−0.37%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
4.91%
13.07%
Fund Age
2 yrs 1 mo
15 yrs 3 mo
AUM
₹8 Cr
—
Alpha – 1 Year
−0.02%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
12.93%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.72
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.38
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
6.09%
13.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−12.49%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
24.51
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1.5% / 1% / 0.5%