Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
3.10%
6 Months
−7.08%
2.75%
1 Year
−4.02%
19.54%
3 Years
1.10%
16.88%
5 Years
2.02%
17.69%
Since Inception
13.04%
15.84%
Fund Age
17 yrs 10 mo
8 yrs
AUM
₹50.53 Cr
₹335.72 Cr
Alpha – 1 Year
−3.59%
19.89%
Alpha – 3 Years
−7.46%
7.88%
Information Ratio – 3 Years
-1.28
0.91
Volatility – 1 Year
16.65%
22.09%
Volatility – 3 Years
15.47%
17.60%
Beta – 1 Year
1.04
1.28
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
-0.49
0.68
Sharpe Ratio – 3 Years
-0.20
0.74
Worst Rolling Year
-4.00%
9.01%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−23.28%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 57% · M 6% · S 37%
Number of Stocks
15
192
Portfolio P/E
27.97
18.98
Top 5 Holdings
—
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 · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%