Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Incred-Small & MidCap PMS
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%
4.27%
6 Months
2.75%
−8.15%
1 Year
19.54%
−5.39%
3 Years
16.88%
10.81%
5 Years
17.69%
—
Since Inception
15.84%
11.07%
Fund Age
8 yrs
5 yrs
AUM
₹335.72 Cr
₹121.08 Cr
Alpha – 1 Year
19.89%
−5.32%
Alpha – 3 Years
7.88%
−2.65%
Information Ratio – 3 Years
0.91
-0.15
Volatility – 1 Year
22.09%
24.51%
Volatility – 3 Years
17.60%
24.85%
Beta – 1 Year
1.28
1.17
Beta – 3 Years
1.08
1.18
Sharpe Ratio – 1 Year
0.68
-0.34
Sharpe Ratio – 3 Years
0.74
0.32
Worst Rolling Year
9.01%
9.88%
Value at Worst Rolling Year
₹1.09 Cr
₹1.10 Cr
Deepest Drawdown
−17.25%
−34.50%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%
2% / 1% / 0%