Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
3.10%
6 Months
−2.30%
2.75%
1 Year
1.68%
19.54%
3 Years
13.91%
16.88%
5 Years
—
17.69%
Since Inception
14.05%
15.84%
Fund Age
3 yrs 10 mo
8 yrs
AUM
₹53.78 Cr
₹335.72 Cr
Alpha – 1 Year
−3.04%
19.89%
Alpha – 3 Years
1.82%
7.88%
Information Ratio – 3 Years
0.34
0.91
Volatility – 1 Year
15.80%
22.09%
Volatility – 3 Years
15.64%
17.60%
Beta – 1 Year
0.86
1.28
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.15
0.68
Sharpe Ratio – 3 Years
0.71
0.74
Worst Rolling Year
15.78%
9.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−18.40%
−17.25%
Recovery Period
275 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
Top 5 Holdings
—
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
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%