Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
3.15%
24.02%
1 Year
1.21%
36.06%
3 Years
7.56%
24.43%
5 Years
7.07%
16.10%
Since Inception
8.52%
15.98%
Fund Age
9 yrs 8 mo
14 yrs 10 mo
AUM
₹13.66 Cr
₹214.08 Cr
Alpha – 1 Year
−5.64%
31.34%
Alpha – 3 Years
−3.47%
12.34%
Information Ratio – 3 Years
-0.30
1.07
Volatility – 1 Year
12.30%
26.85%
Volatility – 3 Years
8.49%
19.70%
Beta – 1 Year
1.19
1.34
Beta – 3 Years
0.90
1.03
Sharpe Ratio – 1 Year
-0.24
1.08
Sharpe Ratio – 3 Years
0.19
0.96
Worst Rolling Year
1.86%
-9.81%
Value at Worst Rolling Year
₹1.02 Cr
₹0.90 Cr
Deepest Drawdown
−11.36%
−18.65%
Recovery Period
126 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
9.30%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 40% · M 33% · S 24%
Number of Stocks
30
31
Portfolio P/E
27.21
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%