Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.98%
0.30%
6 Months
4.93%
26.99%
1 Year
−0.37%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
4.91%
35.84%
Fund Age
2 yrs 1 mo
4 yrs 3 mo
AUM
₹8 Cr
₹521.91 Cr
Alpha – 1 Year
−0.02%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
12.93%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.72
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.38
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
6.09%
27.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.27 Cr
Deepest Drawdown
−12.49%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.78%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 8% · S 36%
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Number of Stocks
30
49
Portfolio P/E
24.51
21.17
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%
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Top Sectors
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
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