Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
5.72%
6 Months
4.93%
23.48%
1 Year
−0.37%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
4.91%
18.98%
Fund Age
2 yrs 1 mo
16 yrs 6 mo
AUM
₹8 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.02%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
12.93%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
0.72
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.38
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
6.09%
-4.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−12.49%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
6.78%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 23% · M 8% · S 36%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
24.51
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%