Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
2.75%
−0.83%
1 Year
19.54%
14.95%
3 Years
16.88%
—
5 Years
17.69%
—
Since Inception
15.84%
15.45%
Fund Age
8 yrs
4 yrs 1 mo
AUM
₹335.72 Cr
₹67.74 Cr
Alpha – 1 Year
19.89%
8.24%
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.91
0.30
Volatility – 1 Year
22.09%
16.48%
Volatility – 3 Years
17.60%
12.47%
Beta – 1 Year
1.28
1.58
Beta – 3 Years
1.08
1.45
Sharpe Ratio – 1 Year
0.68
0.60
Sharpe Ratio – 3 Years
0.74
0.77
Worst Rolling Year
9.01%
13.91%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−17.25%
−14.92%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –