Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.10%
6 Months
2.75%
4.24%
1 Year
19.54%
17.00%
3 Years
16.88%
21.79%
5 Years
17.69%
20.77%
Since Inception
15.84%
20.65%
Fund Age
8 yrs
5 yrs
AUM
₹335.72 Cr
₹88.27 Cr
Alpha – 1 Year
19.89%
12.28%
Alpha – 3 Years
7.88%
9.70%
Information Ratio – 3 Years
0.91
1.38
Volatility – 1 Year
22.09%
20.96%
Volatility – 3 Years
17.60%
18.52%
Beta – 1 Year
1.28
1.12
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.68
0.60
Sharpe Ratio – 3 Years
0.74
1.04
Worst Rolling Year
9.01%
21.72%
Value at Worst Rolling Year
₹1.09 Cr
₹1.22 Cr
Deepest Drawdown
−17.25%
−18.76%
Recovery Period
97 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 19% · M 45% · S 35%
Number of Stocks
192
25
Portfolio P/E
18.98
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
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%
0.5% / 0% / 0%