Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Geojit - Freedom Portfolio
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%
2.33%
6 Months
2.75%
5.53%
1 Year
19.54%
9.60%
3 Years
16.88%
6.75%
5 Years
17.69%
7.07%
Since Inception
15.84%
13.02%
Fund Age
8 yrs
14 yrs 9 mo
AUM
₹335.72 Cr
₹179.27 Cr
Alpha – 1 Year
19.89%
9.95%
Alpha – 3 Years
7.88%
−2.25%
Information Ratio – 3 Years
0.91
-0.39
Volatility – 1 Year
22.09%
17.14%
Volatility – 3 Years
17.60%
14.92%
Beta – 1 Year
1.28
1.04
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.68
0.31
Sharpe Ratio – 3 Years
0.74
0.15
Worst Rolling Year
9.01%
-6.19%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−17.25%
−21.15%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
21.38%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 57% · M 6% · S 37%
L 69% · M 12% · S 15%
Number of Stocks
192
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—