Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.52%
6 Months
4.93%
24.02%
1 Year
−0.37%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
4.91%
15.98%
Fund Age
2 yrs 1 mo
14 yrs 10 mo
AUM
₹8 Cr
₹214.08 Cr
Alpha – 1 Year
−0.02%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
12.93%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
0.72
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-0.38
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
6.09%
-9.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−12.49%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
6.78%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 40% · M 33% · S 24%
Number of Stocks
30
31
Portfolio P/E
24.51
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%