Eklavya - Long Term Value

Eklavya Capital Advisors LLP
MULTI ASSET

5

Out of 5*
Compare
Share

Portfolio age 8 years, 3 months

-3.48%

-3.92%

Hurdle Rate** 10.00%

Fixed fee 1.00%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (41.32%)

CASH AND EQUIVALENT (41.39%)

OTHERS (17.29%)

Allocation by Market Cap

Small Cap (20.11%)

Large Cap (17.54%)

Mid Cap (3.67%)

Sector Holdings

Healthcare 8.00%
Services 7.69%
Fast Moving Consumer Goods 7.36%
Consumer Durables 6.85%
Financial Services 5.16%

Stock Holdings

Cash & Cash Equivalents 41.39%
ITC Ltd 4.92%
Asian Paints Ltd. 4.80%
HDFC Bank Ltd. 4.19%
HDFC Bank Ltd 3.95%

PORTFOLIO MANAGERS

Abhishek Chauhan

Manager Rank 7 Out of 9
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr 5.71%

Profile

Abhishek Chauhan is a veteran in Indian Equity market with over 15+ years of experience. He has extensive experience of evaluating long term business prospects of companies in India and APAC. He has experience in entrepreunership, consulting and finance in India & Singapore. He is an alumnus of Tuck Business School, IIM Ahmedabad and IIT Kanpur.

Other Schemes

1M 3M 6M 1Y 3Y 5Y

table
Grid

Eklavya - Equity

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Dec 8, 2016

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

10.00%

Profit Sharing

20% Profit Sharing over 10% Hurdle

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Investment Philosophy

Objective

To provide acceptable returns while minimizing chances of permanent capital loss .

Investment Approach

We believe shares are part ownership in useful productive assets and hence shares of productive companies are one of the best investments available. We invest only when we have a high degree of confidence in making a profit on the investment. We invest in companies expected to grow their cashflows over a very long term with high degree of certainty at a reasonable price. We hold these stocks till we are certain of a loss. In addition to these "long term" bets we also take opportunistic bets on some stocks expected to provide high returns over a short term.