Portfolio Management Services (PMS)Compare Schemes
Eklavya - Long Term Value vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Eklavya - Long Term Value
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.27%
0.30%
6 Months
3.15%
26.99%
1 Year
1.21%
26.29%
3 Years
7.56%
27.01%
5 Years
7.07%
—
Since Inception
8.52%
35.84%
Fund Age
9 yrs 8 mo
4 yrs 3 mo
AUM
₹13.66 Cr
₹521.91 Cr
Alpha – 1 Year
−5.64%
28.33%
Alpha – 3 Years
−3.47%
20.36%
Information Ratio – 3 Years
-0.30
—
Volatility – 1 Year
12.30%
31.27%
Volatility – 3 Years
8.49%
25.96%
Beta – 1 Year
1.19
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.24
0.72
Sharpe Ratio – 3 Years
0.19
0.85
Worst Rolling Year
1.86%
27.02%
Value at Worst Rolling Year
₹1.02 Cr
₹1.27 Cr
Deepest Drawdown
−11.36%
−26.38%
Recovery Period
126 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.30%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 7% · S 35%
—
Number of Stocks
30
49
Portfolio P/E
27.21
21.17
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%
—
Top Sectors
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
—