Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
3.10%
6 Months
−2.32%
2.75%
1 Year
−4.30%
19.54%
3 Years
4.86%
16.88%
5 Years
5.12%
17.69%
Since Inception
13.15%
15.84%
Fund Age
16 yrs 7 mo
8 yrs
AUM
₹21.07 Cr
₹335.72 Cr
Alpha – 1 Year
−7.28%
19.89%
Alpha – 3 Years
−7.02%
7.88%
Information Ratio – 3 Years
-1.10
0.91
Volatility – 1 Year
16.85%
22.09%
Volatility – 3 Years
18.06%
17.60%
Beta – 1 Year
0.95
1.28
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
-0.50
0.68
Sharpe Ratio – 3 Years
0.05
0.74
Worst Rolling Year
-4.57%
9.01%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−24.09%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 57% · M 6% · S 37%
Number of Stocks
34
192
Portfolio P/E
41.34
18.98
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
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%