Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
3.10%
6 Months
−4.71%
2.75%
1 Year
−3.08%
19.54%
3 Years
0.90%
16.88%
5 Years
2.23%
17.69%
Since Inception
3.05%
15.84%
Fund Age
8 yrs 1 mo
8 yrs
AUM
₹0.38 Cr
₹335.72 Cr
Alpha – 1 Year
−2.73%
19.89%
Alpha – 3 Years
−8.10%
7.88%
Information Ratio – 3 Years
-0.39
0.91
Volatility – 1 Year
6.90%
22.09%
Volatility – 3 Years
8.35%
17.60%
Beta – 1 Year
0.35
1.28
Beta – 3 Years
0.40
1.08
Sharpe Ratio – 1 Year
-1.18
0.68
Sharpe Ratio – 3 Years
-0.31
0.74
Worst Rolling Year
0.90%
9.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−16.09%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
0% / 0% / 0%