Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
5.36%
6 Months
2.75%
17.83%
1 Year
19.54%
22.60%
3 Years
16.88%
18.89%
5 Years
17.69%
16.73%
Since Inception
15.84%
18.63%
Fund Age
8 yrs
5 yrs 2 mo
AUM
₹335.72 Cr
₹146.97 Cr
Alpha – 1 Year
19.89%
17.88%
Alpha – 3 Years
7.88%
6.80%
Information Ratio – 3 Years
0.91
0.75
Volatility – 1 Year
22.09%
20.18%
Volatility – 3 Years
17.60%
16.94%
Beta – 1 Year
1.28
1.05
Beta – 3 Years
1.08
0.94
Sharpe Ratio – 1 Year
0.68
0.85
Sharpe Ratio – 3 Years
0.74
0.80
Worst Rolling Year
9.01%
15.50%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−17.25%
−17.05%
Recovery Period
97 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 20% · M 19% · S 58%
Number of Stocks
192
32
Portfolio P/E
18.98
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%