Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.27%
6 Months
2.75%
3.15%
1 Year
19.54%
1.21%
3 Years
16.88%
7.56%
5 Years
17.69%
7.07%
Since Inception
15.84%
8.52%
Fund Age
8 yrs
9 yrs 8 mo
AUM
₹335.72 Cr
₹13.66 Cr
Alpha – 1 Year
19.89%
−5.64%
Alpha – 3 Years
7.88%
−3.47%
Information Ratio – 3 Years
0.91
-0.30
Volatility – 1 Year
22.09%
12.30%
Volatility – 3 Years
17.60%
8.49%
Beta – 1 Year
1.28
1.19
Beta – 3 Years
1.08
0.90
Sharpe Ratio – 1 Year
0.68
-0.24
Sharpe Ratio – 3 Years
0.74
0.19
Worst Rolling Year
9.01%
1.86%
Value at Worst Rolling Year
₹1.09 Cr
₹1.02 Cr
Deepest Drawdown
−17.25%
−11.36%
Recovery Period
97 days
126 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
9.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 26% · M 7% · S 35%
Number of Stocks
192
30
Portfolio P/E
18.98
27.21
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%
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%