Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
ORO - All Weather Portfolio
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%
−0.19%
6 Months
3.15%
−0.42%
1 Year
1.21%
−4.58%
3 Years
7.56%
16.32%
5 Years
7.07%
13.17%
Since Inception
8.52%
13.94%
Fund Age
9 yrs 8 mo
6 yrs 6 mo
AUM
₹13.66 Cr
₹13.16 Cr
Alpha – 1 Year
−5.64%
−7.56%
Alpha – 3 Years
−3.47%
4.42%
Information Ratio – 3 Years
-0.30
0.49
Volatility – 1 Year
12.30%
16.90%
Volatility – 3 Years
8.49%
17.54%
Beta – 1 Year
1.19
0.86
Beta – 3 Years
0.90
0.99
Sharpe Ratio – 1 Year
-0.24
-0.52
Sharpe Ratio – 3 Years
0.19
0.69
Worst Rolling Year
1.86%
3.91%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−11.36%
−19.46%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 66% · M 23%
Number of Stocks
30
20
Portfolio P/E
27.21
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%