Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
3.10%
6 Months
19.63%
2.75%
1 Year
10.64%
19.54%
3 Years
12.35%
16.88%
5 Years
10.14%
17.69%
Since Inception
15.37%
15.84%
Fund Age
7 yrs 4 mo
8 yrs
AUM
₹270.22 Cr
₹335.72 Cr
Alpha – 1 Year
5.92%
19.89%
Alpha – 3 Years
0.26%
7.88%
Information Ratio – 3 Years
0.03
0.91
Volatility – 1 Year
18.45%
22.09%
Volatility – 3 Years
15.68%
17.60%
Beta – 1 Year
0.92
1.28
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
0.35
0.68
Sharpe Ratio – 3 Years
0.49
0.74
Worst Rolling Year
6.65%
9.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−22.78%
−17.25%
Recovery Period
153 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 57% · M 6% · S 37%
Number of Stocks
44
192
Portfolio P/E
41.34
18.98
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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)
2% / 0% / 0%
0% / 0% / 0%