Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
3.10%
6 Months
21.51%
2.75%
1 Year
15.87%
19.54%
3 Years
14.38%
16.88%
5 Years
17.96%
17.69%
Since Inception
16.82%
15.84%
Fund Age
8 yrs 9 mo
8 yrs
AUM
₹1,503.25 Cr
₹335.72 Cr
Alpha – 1 Year
11.15%
19.89%
Alpha – 3 Years
2.29%
7.88%
Information Ratio – 3 Years
0.39
0.91
Volatility – 1 Year
27.51%
22.09%
Volatility – 3 Years
22.70%
17.60%
Beta – 1 Year
1.48
1.28
Beta – 3 Years
1.25
1.08
Sharpe Ratio – 1 Year
0.47
0.68
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
1.64%
9.01%
Value at Worst Rolling Year
₹1.02 Cr
₹1.09 Cr
Deepest Drawdown
−24.39%
−17.25%
Recovery Period
122 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 57% · M 6% · S 37%
Number of Stocks
17
192
Portfolio P/E
—
18.98
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.00% / 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%