Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
3.10%
6 Months
−0.19%
2.75%
1 Year
10.10%
19.54%
3 Years
12.11%
16.88%
5 Years
13.02%
17.69%
Since Inception
22.34%
15.84%
Fund Age
5 yrs 10 mo
8 yrs
AUM
₹7,768.91 Cr
₹335.72 Cr
Alpha – 1 Year
5.38%
19.89%
Alpha – 3 Years
0.02%
7.88%
Information Ratio – 3 Years
0.42
0.91
Volatility – 1 Year
16.46%
22.09%
Volatility – 3 Years
14.48%
17.60%
Beta – 1 Year
0.92
1.28
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.62
0.74
Worst Rolling Year
10.43%
9.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−20.45%
−17.25%
Recovery Period
240 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 57% · M 6% · S 37%
Number of Stocks
25
192
Portfolio P/E
28.28
18.98
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%