Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
3.10%
6 Months
1.87%
2.75%
1 Year
8.68%
19.54%
3 Years
16.60%
16.88%
5 Years
15.36%
17.69%
Since Inception
12.51%
15.84%
Fund Age
8 yrs 8 mo
8 yrs
AUM
₹4.55 Cr
₹335.72 Cr
Alpha – 1 Year
3.96%
19.89%
Alpha – 3 Years
4.51%
7.88%
Information Ratio – 3 Years
0.64
0.91
Volatility – 1 Year
15.98%
22.09%
Volatility – 3 Years
15.76%
17.60%
Beta – 1 Year
0.87
1.28
Beta – 3 Years
0.94
1.08
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.72
0.74
Worst Rolling Year
1.47%
9.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.84%
−17.25%
Recovery Period
136 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 57% · M 6% · S 37%
Number of Stocks
14
192
Portfolio P/E
31.16
18.98
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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%