Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
7.67%
6 Months
3.15%
27.70%
1 Year
1.21%
47.52%
3 Years
7.56%
23.98%
5 Years
7.07%
15.87%
Since Inception
8.52%
18.55%
Fund Age
9 yrs 8 mo
16 yrs 2 mo
AUM
₹13.66 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.64%
42.80%
Alpha – 3 Years
−3.47%
11.89%
Information Ratio – 3 Years
-0.30
1.12
Volatility – 1 Year
12.30%
28.29%
Volatility – 3 Years
8.49%
20.76%
Beta – 1 Year
1.19
1.36
Beta – 3 Years
0.90
1.07
Sharpe Ratio – 1 Year
-0.24
1.33
Sharpe Ratio – 3 Years
0.19
0.99
Worst Rolling Year
1.86%
-4.58%
Value at Worst Rolling Year
₹1.02 Cr
₹0.95 Cr
Deepest Drawdown
−11.36%
−19.51%
Recovery Period
126 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
9.30%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
27.21
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%