Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
3.10%
6 Months
−4.38%
2.75%
1 Year
−4.58%
19.54%
3 Years
4.80%
16.88%
5 Years
3.85%
17.69%
Since Inception
17.02%
15.84%
Fund Age
25 yrs 6 mo
8 yrs
AUM
₹724.64 Cr
₹335.72 Cr
Alpha – 1 Year
−7.56%
19.89%
Alpha – 3 Years
−7.08%
7.88%
Information Ratio – 3 Years
-1.30
0.91
Volatility – 1 Year
16.92%
22.09%
Volatility – 3 Years
16.49%
17.60%
Beta – 1 Year
0.94
1.28
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
-0.52
0.68
Sharpe Ratio – 3 Years
0.04
0.74
Worst Rolling Year
-12.59%
9.01%
Value at Worst Rolling Year
₹0.87 Cr
₹1.09 Cr
Deepest Drawdown
−23.98%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
21.38%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 57% · M 6% · S 37%
Number of Stocks
22
192
Portfolio P/E
32.63
18.98
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%