Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
3.10%
6 Months
15.76%
2.75%
1 Year
22.36%
19.54%
3 Years
23.83%
16.88%
5 Years
17.53%
17.69%
Since Inception
20.07%
15.84%
Fund Age
7 yrs 3 mo
8 yrs
AUM
₹2,271.9 Cr
₹335.72 Cr
Alpha – 1 Year
17.64%
19.89%
Alpha – 3 Years
11.75%
7.88%
Information Ratio – 3 Years
1.40
0.91
Volatility – 1 Year
21.11%
22.09%
Volatility – 3 Years
18.96%
17.60%
Beta – 1 Year
1.17
1.28
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.81
0.68
Sharpe Ratio – 3 Years
0.96
0.74
Worst Rolling Year
10.25%
9.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−19.83%
−17.25%
Recovery Period
123 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.55%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 57% · M 6% · S 37%
Number of Stocks
30
192
Portfolio P/E
29.80
18.98
Top 5 Holdings
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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 · 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)
1% / 0% / 0%
0% / 0% / 0%