Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Equentis Multi-Cap Portfolio
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%
1.89%
6 Months
2.75%
6.49%
1 Year
19.54%
7.74%
3 Years
16.88%
—
5 Years
17.69%
—
Since Inception
15.84%
3.50%
Fund Age
8 yrs
18 mo
AUM
₹335.72 Cr
₹90.44 Cr
Alpha – 1 Year
19.89%
8.09%
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.91
—
Volatility – 1 Year
22.09%
16.04%
Volatility – 3 Years
17.60%
—
Beta – 1 Year
1.28
0.97
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.68
0.21
Sharpe Ratio – 3 Years
0.74
—
Worst Rolling Year
9.01%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.25%
−13.86%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 40% · M 23% · S 27%
Number of Stocks
192
110
Portfolio P/E
18.98
36.94
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
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%
3% / 2% / 1%