Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
7.03%
6 Months
4.93%
31.10%
1 Year
−0.37%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
4.91%
15.58%
Fund Age
2 yrs 1 mo
16 yrs 9 mo
AUM
₹8 Cr
₹132.42 Cr
Alpha – 1 Year
−0.02%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
12.93%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.72
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.38
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
6.09%
-15.93%
Value at Worst Rolling Year
₹1.06 Cr
₹0.84 Cr
Deepest Drawdown
−12.49%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
6.78%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 23% · M 8% · S 36%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
24.51
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%