Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.10%
6 Months
10.76%
2.75%
1 Year
8.14%
19.54%
3 Years
7.76%
16.88%
5 Years
10.03%
17.69%
Since Inception
11.69%
15.84%
Fund Age
6 yrs 8 mo
8 yrs
AUM
₹87.23 Cr
₹335.72 Cr
Alpha – 1 Year
8.57%
19.89%
Alpha – 3 Years
−0.81%
7.88%
Information Ratio – 3 Years
0.02
0.91
Volatility – 1 Year
23.09%
22.09%
Volatility – 3 Years
18.26%
17.60%
Beta – 1 Year
1.29
1.28
Beta – 3 Years
1.11
1.08
Sharpe Ratio – 1 Year
0.21
0.68
Sharpe Ratio – 3 Years
0.22
0.74
Worst Rolling Year
6.59%
9.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−25.42%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 57% · M 6% · S 37%
Number of Stocks
41
192
Portfolio P/E
25.23
18.98
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
0% / 0% / 0%