Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
2.75%
5.19%
1 Year
19.54%
−0.45%
3 Years
16.88%
11.72%
5 Years
17.69%
—
Since Inception
15.84%
12.62%
Fund Age
8 yrs
3 yrs 8 mo
AUM
₹335.72 Cr
₹42.96 Cr
Alpha – 1 Year
19.89%
−3.43%
Alpha – 3 Years
7.88%
−0.17%
Information Ratio – 3 Years
0.91
-0.16
Volatility – 1 Year
22.09%
16.93%
Volatility – 3 Years
17.60%
15.20%
Beta – 1 Year
1.28
0.92
Beta – 3 Years
1.08
0.91
Sharpe Ratio – 1 Year
0.68
-0.27
Sharpe Ratio – 3 Years
0.74
0.45
Worst Rolling Year
9.01%
11.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−17.25%
−20.38%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%