Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Motilal Oswal - Ethical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
1.53%
6 Months
3.15%
18.13%
1 Year
1.21%
13.15%
3 Years
7.56%
14.12%
5 Years
7.07%
11.96%
Since Inception
8.52%
13.25%
Fund Age
9 yrs 8 mo
5 yrs 1 mo
AUM
₹13.66 Cr
₹77.09 Cr
Alpha – 1 Year
−5.64%
10.17%
Alpha – 3 Years
−3.47%
2.24%
Information Ratio – 3 Years
-0.30
0.36
Volatility – 1 Year
12.30%
23.76%
Volatility – 3 Years
8.49%
19.81%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
0.90
1.14
Sharpe Ratio – 1 Year
-0.24
0.40
Sharpe Ratio – 3 Years
0.19
0.50
Worst Rolling Year
1.86%
8.04%
Value at Worst Rolling Year
₹1.02 Cr
₹1.08 Cr
Deepest Drawdown
−11.36%
−27.15%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 28% · M 28% · S 44%
Number of Stocks
30
20
Portfolio P/E
27.21
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2% / 0% / 0%