Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
3.10%
6 Months
7.53%
2.75%
1 Year
10.69%
19.54%
3 Years
9.96%
16.88%
5 Years
10.97%
17.69%
Since Inception
20.53%
15.84%
Fund Age
14 yrs 7 mo
8 yrs
AUM
₹132.39 Cr
₹335.72 Cr
Alpha – 1 Year
5.97%
19.89%
Alpha – 3 Years
−2.13%
7.88%
Information Ratio – 3 Years
-0.28
0.91
Volatility – 1 Year
20.88%
22.09%
Volatility – 3 Years
19.08%
17.60%
Beta – 1 Year
1.15
1.28
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.34
0.68
Sharpe Ratio – 3 Years
0.32
0.74
Worst Rolling Year
-4.87%
9.01%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−22.42%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 57% · M 6% · S 37%
Number of Stocks
23
192
Portfolio P/E
60.38
18.98
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 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)
0% / 0% / 0%
0% / 0% / 0%