Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.27%
2.21%
6 Months
3.15%
21.04%
1 Year
1.21%
21.34%
3 Years
7.56%
19.08%
5 Years
7.07%
23.67%
Since Inception
8.52%
—
Fund Age
9 yrs 8 mo
6 yrs 4 mo
AUM
₹13.66 Cr
₹364.08 Cr
Alpha – 1 Year
−5.64%
21.69%
Alpha – 3 Years
−3.47%
10.08%
Information Ratio – 3 Years
-0.30
0.52
Volatility – 1 Year
12.30%
32.28%
Volatility – 3 Years
8.49%
28.08%
Beta – 1 Year
1.19
1.47
Beta – 3 Years
0.90
1.60
Sharpe Ratio – 1 Year
-0.24
0.58
Sharpe Ratio – 3 Years
0.19
0.57
Worst Rolling Year
1.86%
15.61%
Value at Worst Rolling Year
₹1.02 Cr
₹1.16 Cr
Deepest Drawdown
−11.36%
−31.98%
Recovery Period
126 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 7% · S 35%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Variable Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
3% / 2% / 1%