Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
0.36%
6 Months
2.75%
5.01%
1 Year
19.54%
−5.33%
3 Years
16.88%
1.25%
5 Years
17.69%
−1.56%
Since Inception
15.84%
10.94%
Fund Age
8 yrs
6 yrs 11 mo
AUM
₹335.72 Cr
₹122.91 Cr
Alpha – 1 Year
19.89%
−8.31%
Alpha – 3 Years
7.88%
−10.64%
Information Ratio – 3 Years
0.91
-0.98
Volatility – 1 Year
22.09%
16.35%
Volatility – 3 Years
17.60%
16.88%
Beta – 1 Year
1.28
0.87
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
0.68
-0.59
Sharpe Ratio – 3 Years
0.74
-0.17
Worst Rolling Year
9.01%
-5.79%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−17.25%
−20.60%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
21.38%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 57% · M 6% · S 37%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%