Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
−0.46%
6 Months
4.93%
6.77%
1 Year
−0.37%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
4.91%
10.29%
Fund Age
2 yrs 1 mo
4 yrs 2 mo
AUM
₹8 Cr
₹9.69 Cr
Alpha – 1 Year
−0.02%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
12.93%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
0.72
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.38
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
6.09%
7.39%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−12.49%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 36%
L 41% · M 53%
Number of Stocks
30
22
Portfolio P/E
24.51
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –