Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
0.50%
6 Months
2.75%
2.02%
1 Year
19.54%
0.60%
3 Years
16.88%
8.21%
5 Years
17.69%
5.75%
Since Inception
15.84%
9.73%
Fund Age
8 yrs
6 yrs
AUM
₹335.72 Cr
₹128.19 Cr
Alpha – 1 Year
19.89%
1.03%
Alpha – 3 Years
7.88%
−0.36%
Information Ratio – 3 Years
0.91
0.12
Volatility – 1 Year
22.09%
19.24%
Volatility – 3 Years
17.60%
14.76%
Beta – 1 Year
1.28
1.13
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
0.68
-0.16
Sharpe Ratio – 3 Years
0.74
0.24
Worst Rolling Year
9.01%
0.20%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−17.25%
−18.72%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
21.38%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%