Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Right Horizons - Flexi Cap
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%
4.94%
6 Months
3.15%
11.49%
1 Year
1.21%
3.89%
3 Years
7.56%
8.19%
5 Years
7.07%
11.02%
Since Inception
8.52%
10.97%
Fund Age
9 yrs 8 mo
13 yrs 8 mo
AUM
₹13.66 Cr
₹360.51 Cr
Alpha – 1 Year
−5.64%
0.91%
Alpha – 3 Years
−3.47%
−3.69%
Information Ratio – 3 Years
-0.30
-0.18
Volatility – 1 Year
12.30%
23.04%
Volatility – 3 Years
8.49%
19.34%
Beta – 1 Year
1.19
1.26
Beta – 3 Years
0.90
1.17
Sharpe Ratio – 1 Year
-0.24
0.04
Sharpe Ratio – 3 Years
0.19
0.30
Worst Rolling Year
1.86%
-8.10%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−11.36%
−30.43%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
9.30%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 38% · M 28% · S 33%
Number of Stocks
30
29
Portfolio P/E
27.21
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%