Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
6.91%
6 Months
4.93%
15.63%
1 Year
−0.37%
20.01%
3 Years
—
17.10%
5 Years
—
15.64%
Since Inception
4.91%
13.05%
Fund Age
2 yrs 1 mo
8 yrs 11 mo
AUM
₹8 Cr
₹46.46 Cr
Alpha – 1 Year
−0.02%
15.29%
Alpha – 3 Years
—
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
12.93%
20.61%
Volatility – 3 Years
—
19.98%
Beta – 1 Year
0.72
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.38
0.73
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
6.09%
-3.76%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−12.49%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
6.78%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 27% · M 34% · S 33%
Number of Stocks
30
25
Portfolio P/E
24.51
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%