Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Composite India - GARP Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.99%
6 Months
2.75%
22.77%
1 Year
19.54%
24.21%
3 Years
16.88%
13.20%
5 Years
17.69%
12.56%
Since Inception
15.84%
18.69%
Fund Age
8 yrs
7 yrs 4 mo
AUM
₹335.72 Cr
₹114.64 Cr
Alpha – 1 Year
19.89%
19.49%
Alpha – 3 Years
7.88%
1.43%
Information Ratio – 3 Years
0.91
0.12
Volatility – 1 Year
22.09%
24.82%
Volatility – 3 Years
17.60%
21.64%
Beta – 1 Year
1.28
1.34
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
0.68
0.78
Sharpe Ratio – 3 Years
0.74
0.46
Worst Rolling Year
9.01%
10.43%
Value at Worst Rolling Year
₹1.09 Cr
₹1.10 Cr
Deepest Drawdown
−17.25%
−24.42%
Recovery Period
97 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 20% · M 28% · S 47%
Number of Stocks
192
32
Portfolio P/E
18.98
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%