Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Magadh - Future Stars
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%
3.10%
6 Months
3.15%
4.24%
1 Year
1.21%
17.00%
3 Years
7.56%
21.79%
5 Years
7.07%
20.77%
Since Inception
8.52%
20.65%
Fund Age
9 yrs 8 mo
5 yrs
AUM
₹13.66 Cr
₹88.27 Cr
Alpha – 1 Year
−5.64%
12.28%
Alpha – 3 Years
−3.47%
9.70%
Information Ratio – 3 Years
-0.30
1.38
Volatility – 1 Year
12.30%
20.96%
Volatility – 3 Years
8.49%
18.52%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
0.90
1.04
Sharpe Ratio – 1 Year
-0.24
0.60
Sharpe Ratio – 3 Years
0.19
1.04
Worst Rolling Year
1.86%
21.72%
Value at Worst Rolling Year
₹1.02 Cr
₹1.22 Cr
Deepest Drawdown
−11.36%
−18.76%
Recovery Period
126 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 19% · M 45% · S 35%
Number of Stocks
30
25
Portfolio P/E
27.21
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0.5% / 0% / 0%