Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
0.36%
6 Months
3.15%
5.01%
1 Year
1.21%
−5.33%
3 Years
7.56%
1.25%
5 Years
7.07%
−1.56%
Since Inception
8.52%
10.94%
Fund Age
9 yrs 8 mo
6 yrs 11 mo
AUM
₹13.66 Cr
₹122.91 Cr
Alpha – 1 Year
−5.64%
−8.31%
Alpha – 3 Years
−3.47%
−10.64%
Information Ratio – 3 Years
-0.30
-0.98
Volatility – 1 Year
12.30%
16.35%
Volatility – 3 Years
8.49%
16.88%
Beta – 1 Year
1.19
0.87
Beta – 3 Years
0.90
0.86
Sharpe Ratio – 1 Year
-0.24
-0.59
Sharpe Ratio – 3 Years
0.19
-0.17
Worst Rolling Year
1.86%
-5.79%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−11.36%
−20.60%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
9.30%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 26% · M 7% · S 35%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%