Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
−5.12%
6 Months
2.75%
10.94%
1 Year
19.54%
14.16%
3 Years
16.88%
7.74%
5 Years
17.69%
3.22%
Since Inception
15.84%
10.15%
Fund Age
8 yrs
7 yrs 2 mo
AUM
₹335.72 Cr
₹34.95 Cr
Alpha – 1 Year
19.89%
14.51%
Alpha – 3 Years
7.88%
−1.26%
Information Ratio – 3 Years
0.91
-0.10
Volatility – 1 Year
22.09%
25.75%
Volatility – 3 Years
17.60%
17.58%
Beta – 1 Year
1.28
1.43
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.68
0.43
Sharpe Ratio – 3 Years
0.74
0.21
Worst Rolling Year
9.01%
-2.37%
Value at Worst Rolling Year
₹1.09 Cr
₹0.98 Cr
Deepest Drawdown
−17.25%
−19.75%
Recovery Period
97 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
21.38%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 41% · M 32% · S 26%
Number of Stocks
192
19
Portfolio P/E
18.98
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%