Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
2.75%
32.15%
1 Year
19.54%
16.77%
3 Years
16.88%
19.00%
5 Years
17.69%
20.10%
Since Inception
15.84%
27.01%
Fund Age
8 yrs
6 yrs 10 mo
AUM
₹335.72 Cr
₹247.64 Cr
Alpha – 1 Year
19.89%
13.79%
Alpha – 3 Years
7.88%
7.10%
Information Ratio – 3 Years
0.91
0.30
Volatility – 1 Year
22.09%
39.13%
Volatility – 3 Years
17.60%
29.47%
Beta – 1 Year
1.28
1.87
Beta – 3 Years
1.08
1.36
Sharpe Ratio – 1 Year
0.68
0.42
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
9.01%
15.03%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−17.25%
−35.86%
Recovery Period
97 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
S 80%
Number of Stocks
192
42
Portfolio P/E
18.98
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%