Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Ksema - Alpha
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%
1.08%
6 Months
2.75%
1.74%
1 Year
19.54%
10.49%
3 Years
16.88%
12.80%
5 Years
17.69%
12.91%
Since Inception
15.84%
15.37%
Fund Age
8 yrs
7 yrs 7 mo
AUM
₹335.72 Cr
₹15.96 Cr
Alpha – 1 Year
19.89%
10.84%
Alpha – 3 Years
7.88%
3.80%
Information Ratio – 3 Years
0.91
0.47
Volatility – 1 Year
22.09%
19.22%
Volatility – 3 Years
17.60%
17.53%
Beta – 1 Year
1.28
1.18
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
0.68
0.34
Sharpe Ratio – 3 Years
0.74
0.48
Worst Rolling Year
9.01%
12.46%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−17.25%
−19.38%
Recovery Period
97 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 64% · M 15% · S 21%
Number of Stocks
192
38
Portfolio P/E
18.98
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%