Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Right Horizons - Perennial
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%
11.46%
1 Year
1.21%
8.21%
3 Years
7.56%
12.09%
5 Years
7.07%
11.81%
Since Inception
8.52%
13.34%
Fund Age
9 yrs 8 mo
5 yrs 3 mo
AUM
₹13.66 Cr
₹34.29 Cr
Alpha – 1 Year
−5.64%
5.23%
Alpha – 3 Years
−3.47%
0.21%
Information Ratio – 3 Years
-0.30
0.17
Volatility – 1 Year
12.30%
24.84%
Volatility – 3 Years
8.49%
21.42%
Beta – 1 Year
1.19
1.25
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
-0.24
0.21
Sharpe Ratio – 3 Years
0.19
0.49
Worst Rolling Year
1.86%
7.11%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−11.36%
−34.77%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 5% · M 7% · S 69%
Number of Stocks
30
37
Portfolio P/E
27.21
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
2.5% / 0% / 0%