Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Karma Capital Lotus
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
2.20%
6 Months
3.15%
9.70%
1 Year
1.21%
10.00%
3 Years
7.56%
17.10%
5 Years
7.07%
—
Since Inception
8.52%
23.10%
Fund Age
9 yrs 8 mo
3 yrs 6 mo
AUM
₹13.66 Cr
₹24.16 Cr
Alpha – 1 Year
−5.64%
5.30%
Alpha – 3 Years
−3.47%
5.00%
Information Ratio – 3 Years
-0.30
0.96
Volatility – 1 Year
12.30%
16.88%
Volatility – 3 Years
8.49%
15.62%
Beta – 1 Year
1.19
0.95
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
-0.24
0.34
Sharpe Ratio – 3 Years
0.19
0.81
Worst Rolling Year
1.86%
16.97%
Value at Worst Rolling Year
₹1.02 Cr
₹1.17 Cr
Deepest Drawdown
−11.36%
−19.30%
Recovery Period
126 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 7% · S 35%
L 16% · M 17% · S 63%
Number of Stocks
30
—
Portfolio P/E
27.21
—
Top 5 Holdings
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –