Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Invesco - Challengers
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%
1.41%
6 Months
2.75%
13.18%
1 Year
19.54%
2.91%
3 Years
16.88%
14.27%
5 Years
17.69%
—
Since Inception
15.84%
11.83%
Fund Age
8 yrs
4 yrs 11 mo
AUM
₹335.72 Cr
₹31.01 Cr
Alpha – 1 Year
19.89%
−1.81%
Alpha – 3 Years
7.88%
2.18%
Information Ratio – 3 Years
0.91
0.24
Volatility – 1 Year
22.09%
18.67%
Volatility – 3 Years
17.60%
17.11%
Beta – 1 Year
1.28
0.97
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
0.68
-0.04
Sharpe Ratio – 3 Years
0.74
0.56
Worst Rolling Year
9.01%
12.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.25%
−24.73%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 57% · M 6% · S 37%
L 37% · M 30% · S 33%
Number of Stocks
192
26
Portfolio P/E
18.98
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—