Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Tamohara - TRUFFLE
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%
8.72%
6 Months
3.15%
28.59%
1 Year
1.21%
28.02%
3 Years
7.56%
18.67%
5 Years
7.07%
17.18%
Since Inception
8.52%
20.03%
Fund Age
9 yrs 8 mo
5 yrs 4 mo
AUM
₹13.66 Cr
₹221.27 Cr
Alpha – 1 Year
−5.64%
28.37%
Alpha – 3 Years
−3.47%
9.68%
Information Ratio – 3 Years
-0.30
0.87
Volatility – 1 Year
12.30%
22.32%
Volatility – 3 Years
8.49%
17.88%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
0.90
0.95
Sharpe Ratio – 1 Year
-0.24
0.99
Sharpe Ratio – 3 Years
0.19
0.81
Worst Rolling Year
1.86%
13.69%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−11.36%
−20.50%
Recovery Period
126 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
27.21
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
1% / – / –