Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
−0.46%
6 Months
3.15%
6.77%
1 Year
1.21%
7.38%
3 Years
7.56%
9.03%
5 Years
7.07%
—
Since Inception
8.52%
10.29%
Fund Age
9 yrs 8 mo
4 yrs 2 mo
AUM
₹13.66 Cr
₹9.69 Cr
Alpha – 1 Year
−5.64%
7.73%
Alpha – 3 Years
−3.47%
0.04%
Information Ratio – 3 Years
-0.30
0.09
Volatility – 1 Year
12.30%
17.08%
Volatility – 3 Years
8.49%
16.18%
Beta – 1 Year
1.19
0.95
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
-0.24
0.20
Sharpe Ratio – 3 Years
0.19
0.33
Worst Rolling Year
1.86%
7.39%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−11.36%
−24.88%
Recovery Period
126 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 7% · S 35%
L 41% · M 53%
Number of Stocks
30
22
Portfolio P/E
27.21
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –