Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
2.85%
6 Months
2.75%
22.81%
1 Year
19.54%
15.74%
3 Years
16.88%
19.34%
5 Years
17.69%
—
Since Inception
15.84%
24.49%
Fund Age
8 yrs
3 yrs 3 mo
AUM
₹335.72 Cr
₹446.96 Cr
Alpha – 1 Year
19.89%
11.02%
Alpha – 3 Years
7.88%
7.25%
Information Ratio – 3 Years
0.91
0.86
Volatility – 1 Year
22.09%
23.09%
Volatility – 3 Years
17.60%
17.79%
Beta – 1 Year
1.28
1.11
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.68
0.51
Sharpe Ratio – 3 Years
0.74
0.79
Worst Rolling Year
9.01%
19.32%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−17.25%
−18.72%
Recovery Period
97 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 19% · S 80%
Number of Stocks
192
30
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%
—
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—