Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Eureka signature approach
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%
0.53%
6 Months
2.75%
8.20%
1 Year
19.54%
10.87%
3 Years
16.88%
16.09%
5 Years
17.69%
14.49%
Since Inception
15.84%
9.93%
Fund Age
8 yrs
8 yrs 9 mo
AUM
₹335.72 Cr
₹64.23 Cr
Alpha – 1 Year
19.89%
7.11%
Alpha – 3 Years
7.88%
5.20%
Information Ratio – 3 Years
0.91
0.63
Volatility – 1 Year
22.09%
21.13%
Volatility – 3 Years
17.60%
19.82%
Beta – 1 Year
1.28
1.16
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
0.68
0.35
Sharpe Ratio – 3 Years
0.74
0.59
Worst Rolling Year
9.01%
-6.69%
Value at Worst Rolling Year
₹1.09 Cr
₹0.93 Cr
Deepest Drawdown
−17.25%
−22.93%
Recovery Period
97 days
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
21.38%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 25% · M 25% · S 42%
Number of Stocks
192
42
Portfolio P/E
18.98
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –