Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.29%
6 Months
4.93%
14.68%
1 Year
−0.37%
11.65%
3 Years
—
7.09%
5 Years
—
8.41%
Since Inception
4.91%
10.45%
Fund Age
2 yrs 1 mo
10 yrs 5 mo
AUM
₹8 Cr
₹24.48 Cr
Alpha – 1 Year
−0.02%
12.00%
Alpha – 3 Years
—
−1.90%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
12.93%
20.48%
Volatility – 3 Years
—
16.32%
Beta – 1 Year
0.72
1.11
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.38
0.36
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
6.09%
-5.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−12.49%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
6.78%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 41% · M 5% · S 35%
Number of Stocks
30
31
Portfolio P/E
24.51
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –