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Equity

Eklavya Capital Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
1 July 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Eklavya Equity

Investment Objective

To achieve sustained capital preservation and superior market-linked returns for client portfolios, we focus on acquiring equity stakes in fundamentally strong businesses at attractive valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.55% -0.28% -0.27%
3 MONTHS 1.34% 6.33% -4.99%
6 MONTHS -0.48% 2.92% -3.40%
1 YEAR 6.77% 11.88% -5.11%
SINCE INCEPTION 11.85% 10.68% 1.17%

Calendar Year Performance

Year Return
CY 2025 6.77%

Financial Year Performance

Year Return
FY 26_YTD 7.03%
FY 25_YTD 8.14%
FY 24_YTD 10.09%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Abhishek Chauhan

Fund Manager

Abhishek Chauhan possesses over 17 years of extensive experience in the Indian equity market. His expertise includes assessing the long-term business outlook for companies operating within India and the broader Asia-Pacific region. He brings a diverse background encompassing entrepreneurship, consulting, and finance, with experience gained in both India and Singapore. Mr. Chauhan is an alumnus of Tuck Business School at Dartmouth, Indian Institute of Management Ahmedabad, and Indian Institute of Technology Kanpur.

Portfolio Details

Portfolio Composition

Large Cap
23.86%
Mid Cap
3.74%
Small Cap
20.56%
Cash & Equivalent
10.22%

Top 5 Holdings

  • Cash & Cash Equivalents 10.22%
  • ITC Ltd 6.40%
  • Asian Paints Ltd. 5.40%
  • Swaraj Engines Ltd. 4.82%
  • Britannia Industries Ltd. 3.80%

Top 5 Sectors

  • Fast Moving Consumer Goods 11.63%
  • Information Technology 8.85%
  • Consumer Durables 8.70%
  • Services 5.60%
  • Capital Goods 4.82%

Portfolio Characteristics

total number of stocks
22
top 5 stocks percent
30.64%
top 5 sectors percent
39.60%
average market cap
N/A
portfolio age
1 Yrs, 5 Months
sip
Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 2%

Year 2: 2%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)