Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
2.75%
2.04%
1 Year
19.54%
13.04%
3 Years
16.88%
15.74%
5 Years
17.69%
14.15%
Since Inception
15.84%
15.13%
Fund Age
8 yrs
14 yrs 1 mo
AUM
₹335.72 Cr
₹850.7 Cr
Alpha – 1 Year
19.89%
13.39%
Alpha – 3 Years
7.88%
6.74%
Information Ratio – 3 Years
0.91
1.02
Volatility – 1 Year
22.09%
18.01%
Volatility – 3 Years
17.60%
15.42%
Beta – 1 Year
1.28
1.04
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.68
0.48
Sharpe Ratio – 3 Years
0.74
0.76
Worst Rolling Year
9.01%
-19.06%
Value at Worst Rolling Year
₹1.09 Cr
₹0.81 Cr
Deepest Drawdown
−17.25%
−15.54%
Recovery Period
97 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.38%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 57% · M 6% · S 37%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%