Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
JM Financial - India Resurgent
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%
4.15%
6 Months
2.75%
18.21%
1 Year
19.54%
19.11%
3 Years
16.88%
23.58%
5 Years
17.69%
18.40%
Since Inception
15.84%
13.93%
Fund Age
8 yrs
11 yrs 4 mo
AUM
₹335.72 Cr
₹13.37 Cr
Alpha – 1 Year
19.89%
16.13%
Alpha – 3 Years
7.88%
11.69%
Information Ratio – 3 Years
0.91
1.24
Volatility – 1 Year
22.09%
18.18%
Volatility – 3 Years
17.60%
17.99%
Beta – 1 Year
1.28
0.94
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.68
0.75
Sharpe Ratio – 3 Years
0.74
0.97
Worst Rolling Year
9.01%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.25%
−20.05%
Recovery Period
97 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 27% · M 15% · S 55%
Number of Stocks
192
32
Portfolio P/E
18.98
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%
3% / 2% / 0%