The objective is to try & beat the general stock market returns apart from minimizing the chances of permanent capital loss.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -1.18% | 0.54 | 6.67% | 72.48% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Eklavya Capital Advisors LLP Long Term Value | -7.06% | -10.31% | -8.94% | -4.10% | 3.36% | 6.62% | 6.74% | - | 7.84% |
| NSE Multi Asset Index 2 | -6.20% | -6.87% | -3.79% | 3.27% | 5.37% | 11.12% | 9.81% | - | 10.47% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Eklavya Capital Advisors LLP Long Term Value | Multi Asset | Mr. Abhishek Chauhan | 08 December 2016 | 9Y 4M | - | NSE Multi Asset Index 2 | 7.84% | 30 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.69% | -9.87% | 72.48% | -1.18% | 0.54 | 6.67% | 0.85 | -4.47% | -0.37 | 44.95 % |
| Nifty 500 | 7.87% | -5.23% | 2.64% | 0.44 | -5.34% | -0.43 | 43.12 % | |||
| Nifty Midcap 100 | 0.98% | 2.6% | 3.58% | 0.30 | -8.03% | -0.48 | 39.45 % | |||
| Nifty Smallcap 100 | 10.47% | 4.48% | 14.95% | 0.23 | -3.96% | -0.19 | 44.95 % | |||
| BSE 500 | 8.21% | -5.29% | 2.92% | 0.44 | -5.24% | -0.42 | 43.12 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ITC Ltd | 8.55 |
| SWARAJ ENGINES LIMITED | 4.92 |
| D- Link India Ltd | 6.06 |
| Asian Paints Ltd | 4.55 |
| HDFC Bank Ltd | 3.33 |
| Redington India Ltd. | 3.47 |
| Alivus Life Sciences Ltd | 3.28 |
| Eris Lifesciences Ltd | 2.84 |
| Infosys Ltd | 2.43 |
| TANLA SOLUTIONS LTD | 7.97 |
| Tata Consultancy Services Ltd | 1.81 |
| Sirca Paints India Limited | 2.93 |
| CMS Info Systems Limited | 1.07 |
| Britannia Industries Ltd. | 1.82 |
| Abbott India Ltd | 0.91 |
| COLGATE PALMOLIVE INDIA LTD | 0.79 |
| ECLERX SERVICES LIMITED | 0.66 |
| ICICI Lombard General Insurance Company Ltd | 0.42 |
| PROCTER & GAMBLE HYGIENE & HEALTH CARE LTD | 0.94 |
| Central Depository Services India Limited | 0.43 |
| Computer Age Management Services Ltd | 1.74 |
| PFIZER LIMIT | 0.45 |
| RPG LIFE SCIENCES LTD. | 0.31 |
| Info Edge India Ltd | 0.49 |
| ITC Hotels Ltd | 0.01 |
| CARE Ratings Limited | 0.16 |
| J G Chemicals Ltd | 0.16 |
| CRISIL LTD. | 0.00 |
| Mayur Uniquoters Ltd | 0.00 |
| ICRA Ltd | 0.01 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.25 |
| Mid Cap | 8.66 |
| Small Cap | 20.05 |
| Cash | 36.04 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
