Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.98%
3.26%
6 Months
4.93%
4.03%
1 Year
−0.37%
0.70%
3 Years
—
10.01%
5 Years
—
8.40%
Since Inception
4.91%
14.84%
Fund Age
2 yrs 1 mo
7 yrs 10 mo
AUM
₹8 Cr
₹2,937.84 Cr
Alpha – 1 Year
−0.02%
−2.28%
Alpha – 3 Years
—
−1.88%
Information Ratio – 3 Years
—
-0.37
Volatility – 1 Year
12.93%
17.90%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
0.72
1.00
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.38
-0.18
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
6.09%
7.25%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−12.49%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 58% · M 15% · S 26%
Number of Stocks
30
71
Portfolio P/E
24.51
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%