Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
3.10%
6 Months
−1.27%
2.75%
1 Year
2.67%
19.54%
3 Years
6.64%
16.88%
5 Years
7.83%
17.69%
Since Inception
10.74%
15.84%
Fund Age
8 yrs 1 mo
8 yrs
AUM
₹495.64 Cr
₹335.72 Cr
Alpha – 1 Year
−0.31%
19.89%
Alpha – 3 Years
−5.24%
7.88%
Information Ratio – 3 Years
-0.72
0.91
Volatility – 1 Year
17.10%
22.09%
Volatility – 3 Years
16.45%
17.60%
Beta – 1 Year
0.95
1.28
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.08
0.68
Sharpe Ratio – 3 Years
0.14
0.74
Worst Rolling Year
6.09%
9.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−22.30%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 57% · M 6% · S 37%
Number of Stocks
26
192
Portfolio P/E
31.96
18.98
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
0% / 0% / 0%