Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
SVAN Velocity
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%
3.40%
6 Months
3.15%
21.77%
1 Year
1.21%
16.05%
3 Years
7.56%
23.24%
5 Years
7.07%
—
Since Inception
8.52%
24.82%
Fund Age
9 yrs 8 mo
3 yrs 1 mo
AUM
₹13.66 Cr
₹415.03 Cr
Alpha – 1 Year
−5.64%
11.33%
Alpha – 3 Years
−3.47%
11.15%
Information Ratio – 3 Years
-0.30
0.72
Volatility – 1 Year
12.30%
25.50%
Volatility – 3 Years
8.49%
24.35%
Beta – 1 Year
1.19
1.34
Beta – 3 Years
0.90
1.27
Sharpe Ratio – 1 Year
-0.24
0.50
Sharpe Ratio – 3 Years
0.19
0.77
Worst Rolling Year
1.86%
23.24%
Value at Worst Rolling Year
₹1.02 Cr
₹1.23 Cr
Deepest Drawdown
−11.36%
−25.33%
Recovery Period
126 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 7% · S 35%
M 2% · S 95%
Number of Stocks
30
—
Portfolio P/E
27.21
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / – / –