Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
7.03%
6 Months
3.15%
31.10%
1 Year
1.21%
52.47%
3 Years
7.56%
17.74%
5 Years
7.07%
16.38%
Since Inception
8.52%
15.58%
Fund Age
9 yrs 8 mo
16 yrs 9 mo
AUM
₹13.66 Cr
₹132.42 Cr
Alpha – 1 Year
−5.64%
47.75%
Alpha – 3 Years
−3.47%
5.65%
Information Ratio – 3 Years
-0.30
0.46
Volatility – 1 Year
12.30%
26.74%
Volatility – 3 Years
8.49%
21.32%
Beta – 1 Year
1.19
1.30
Beta – 3 Years
0.90
0.97
Sharpe Ratio – 1 Year
-0.24
1.52
Sharpe Ratio – 3 Years
0.19
0.68
Worst Rolling Year
1.86%
-15.93%
Value at Worst Rolling Year
₹1.02 Cr
₹0.84 Cr
Deepest Drawdown
−11.36%
−20.79%
Recovery Period
126 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
9.30%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 26% · M 7% · S 35%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
27.21
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / 0% / 0%