Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
5.80%
6 Months
4.93%
20.03%
1 Year
−0.37%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
4.91%
14.70%
Fund Age
2 yrs 1 mo
6 yrs 10 mo
AUM
₹8 Cr
₹201.68 Cr
Alpha – 1 Year
−0.02%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
12.93%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
0.72
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
6.09%
7.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−12.49%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 38% · M 4% · S 49%
Number of Stocks
30
24
Portfolio P/E
24.51
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%