Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
CREDENT AIM MULTI CAP STRATEGY
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%
1.48%
6 Months
2.75%
11.85%
1 Year
19.54%
11.16%
3 Years
16.88%
13.35%
5 Years
17.69%
—
Since Inception
15.84%
21.99%
Fund Age
8 yrs
3 yrs 5 mo
AUM
₹335.72 Cr
₹41.04 Cr
Alpha – 1 Year
19.89%
6.44%
Alpha – 3 Years
7.88%
1.26%
Information Ratio – 3 Years
0.91
0.11
Volatility – 1 Year
22.09%
21.97%
Volatility – 3 Years
17.60%
19.58%
Beta – 1 Year
1.28
1.20
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.68
0.35
Sharpe Ratio – 3 Years
0.74
0.47
Worst Rolling Year
9.01%
13.36%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.25%
−23.16%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
—
Number of Stocks
192
—
Portfolio P/E
18.98
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%