Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
8.72%
6 Months
4.93%
28.59%
1 Year
−0.37%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
4.91%
20.03%
Fund Age
2 yrs 1 mo
5 yrs 4 mo
AUM
₹8 Cr
₹221.27 Cr
Alpha – 1 Year
−0.02%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
12.93%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
0.72
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.38
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
6.09%
13.69%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−12.49%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
24.51
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –