Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
−3.81%
6 Months
2.75%
10.86%
1 Year
19.54%
−4.49%
3 Years
16.88%
22.00%
5 Years
17.69%
21.09%
Since Inception
15.84%
7.35%
Fund Age
8 yrs
8 yrs 9 mo
AUM
₹335.72 Cr
₹1,454.75 Cr
Alpha – 1 Year
19.89%
−7.47%
Alpha – 3 Years
7.88%
10.11%
Information Ratio – 3 Years
0.91
0.32
Volatility – 1 Year
22.09%
31.30%
Volatility – 3 Years
17.60%
27.30%
Beta – 1 Year
1.28
1.42
Beta – 3 Years
1.08
1.22
Sharpe Ratio – 1 Year
0.68
-0.18
Sharpe Ratio – 3 Years
0.74
0.66
Worst Rolling Year
9.01%
-30.88%
Value at Worst Rolling Year
₹1.09 Cr
₹0.69 Cr
Deepest Drawdown
−17.25%
−34.06%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
21.38%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 57% · M 6% · S 37%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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%
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%