Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−0.10%
6 Months
2.75%
6.51%
1 Year
19.54%
15.14%
3 Years
16.88%
23.23%
5 Years
17.69%
23.21%
Since Inception
15.84%
29.55%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹335.72 Cr
₹66.34 Cr
Alpha – 1 Year
19.89%
10.42%
Alpha – 3 Years
7.88%
11.14%
Information Ratio – 3 Years
0.91
1.31
Volatility – 1 Year
22.09%
19.62%
Volatility – 3 Years
17.60%
17.58%
Beta – 1 Year
1.28
1.01
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.68
0.54
Sharpe Ratio – 3 Years
0.74
0.98
Worst Rolling Year
9.01%
23.09%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−17.25%
−16.37%
Recovery Period
97 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 8%
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%