Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.10%
6 Months
9.28%
2.75%
1 Year
4.13%
19.54%
3 Years
7.71%
16.88%
5 Years
8.27%
17.69%
Since Inception
11.49%
15.84%
Fund Age
8 yrs 5 mo
8 yrs
AUM
₹123.55 Cr
₹335.72 Cr
Alpha – 1 Year
−0.59%
19.89%
Alpha – 3 Years
−4.38%
7.88%
Information Ratio – 3 Years
-0.33
0.91
Volatility – 1 Year
21.50%
22.09%
Volatility – 3 Years
16.95%
17.60%
Beta – 1 Year
1.12
1.28
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.02
0.68
Sharpe Ratio – 3 Years
0.26
0.74
Worst Rolling Year
7.04%
9.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−24.41%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 57% · M 6% · S 37%
Number of Stocks
20
192
Portfolio P/E
49.58
18.98
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / 1% / 0%
0% / 0% / 0%