Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
3.15%
0.32%
1 Year
1.21%
1.03%
3 Years
7.56%
14.82%
5 Years
7.07%
11.82%
Since Inception
8.52%
13.07%
Fund Age
9 yrs 8 mo
5 yrs 2 mo
AUM
₹13.66 Cr
₹56.08 Cr
Alpha – 1 Year
−5.64%
−1.95%
Alpha – 3 Years
−3.47%
2.94%
Information Ratio – 3 Years
-0.30
0.18
Volatility – 1 Year
12.30%
13.89%
Volatility – 3 Years
8.49%
18.35%
Beta – 1 Year
1.19
0.75
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
-0.24
-0.25
Sharpe Ratio – 3 Years
0.19
0.55
Worst Rolling Year
1.86%
12.65%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−11.36%
−26.40%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 38% · M 29% · S 24%
Number of Stocks
30
37
Portfolio P/E
27.21
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%