Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.25%
6 Months
2.75%
3.36%
1 Year
19.54%
7.71%
3 Years
16.88%
10.42%
5 Years
17.69%
9.09%
Since Inception
15.84%
10.42%
Fund Age
8 yrs
16 yrs 11 mo
AUM
₹335.72 Cr
₹257.93 Cr
Alpha – 1 Year
19.89%
0.40%
Alpha – 3 Years
7.88%
2.97%
Information Ratio – 3 Years
0.91
2.62
Volatility – 1 Year
22.09%
1.99%
Volatility – 3 Years
17.60%
1.94%
Beta – 1 Year
1.28
0.35
Beta – 3 Years
1.08
0.35
Sharpe Ratio – 1 Year
0.68
1.45
Sharpe Ratio – 3 Years
0.74
3.79
Worst Rolling Year
9.01%
7.00%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−17.25%
—
Recovery Period
97 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
11.56%
5-Year Rolling Windows Positive
100.00%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%