Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Piper Serica Advisors - Leader 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%
3.10%
6 Months
3.15%
24.70%
1 Year
1.21%
21.80%
3 Years
7.56%
16.46%
5 Years
7.07%
12.29%
Since Inception
8.52%
17.31%
Fund Age
9 yrs 8 mo
7 yrs 2 mo
AUM
₹13.66 Cr
₹328.39 Cr
Alpha – 1 Year
−5.64%
22.15%
Alpha – 3 Years
−3.47%
7.46%
Information Ratio – 3 Years
-0.30
1.55
Volatility – 1 Year
12.30%
22.56%
Volatility – 3 Years
8.49%
18.01%
Beta – 1 Year
1.19
1.10
Beta – 3 Years
0.90
0.98
Sharpe Ratio – 1 Year
-0.24
0.85
Sharpe Ratio – 3 Years
0.19
1.07
Worst Rolling Year
1.86%
7.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−11.36%
−21.44%
Recovery Period
126 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
—
Number of Stocks
30
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2% / 1% / 1%