Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
4.79%
6 Months
4.93%
13.10%
1 Year
−0.37%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
4.91%
13.67%
Fund Age
2 yrs 1 mo
11 yrs 2 mo
AUM
₹8 Cr
₹138.06 Cr
Alpha – 1 Year
−0.02%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
12.93%
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
0.72
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.38
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
6.09%
-8.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−12.49%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
6.78%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
24.51
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%