Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
MOAT - Moderate Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
2.75%
6 Months
3.15%
8.17%
1 Year
1.21%
3.28%
3 Years
7.56%
8.41%
5 Years
7.07%
12.53%
Since Inception
8.52%
11.01%
Fund Age
9 yrs 8 mo
12 yrs 9 mo
AUM
₹13.66 Cr
₹16.57 Cr
Alpha – 1 Year
−5.64%
−1.44%
Alpha – 3 Years
−3.47%
−3.68%
Information Ratio – 3 Years
-0.30
-0.32
Volatility – 1 Year
12.30%
20.74%
Volatility – 3 Years
8.49%
17.91%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
0.90
1.09
Sharpe Ratio – 1 Year
-0.24
0.00
Sharpe Ratio – 3 Years
0.19
0.32
Worst Rolling Year
1.86%
-16.89%
Value at Worst Rolling Year
₹1.02 Cr
₹0.83 Cr
Deepest Drawdown
−11.36%
−28.21%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
9.30%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 26% · M 7% · S 35%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%