Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
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
2.10%
3.10%
6 Months
7.76%
2.75%
1 Year
8.69%
19.54%
3 Years
14.17%
16.88%
5 Years
—
17.69%
Since Inception
18.23%
15.84%
Fund Age
3 yrs 4 mo
8 yrs
AUM
₹10.3 Cr
₹335.72 Cr
Alpha – 1 Year
3.97%
19.89%
Alpha – 3 Years
2.09%
7.88%
Information Ratio – 3 Years
1.14
0.91
Volatility – 1 Year
18.17%
22.09%
Volatility – 3 Years
15.44%
17.60%
Beta – 1 Year
1.03
1.28
Beta – 3 Years
0.99
1.08
Sharpe Ratio – 1 Year
0.32
0.68
Sharpe Ratio – 3 Years
0.69
0.74
Worst Rolling Year
13.56%
9.01%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−19.52%
−17.25%
Recovery Period
518 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 57% · M 6% · S 37%
Number of Stocks
15
192
Portfolio P/E
—
18.98
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / 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%