Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal - Ethical
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%
1.53%
6 Months
2.75%
18.13%
1 Year
19.54%
13.15%
3 Years
16.88%
14.12%
5 Years
17.69%
11.96%
Since Inception
15.84%
13.25%
Fund Age
8 yrs
5 yrs 1 mo
AUM
₹335.72 Cr
₹77.09 Cr
Alpha – 1 Year
19.89%
10.17%
Alpha – 3 Years
7.88%
2.24%
Information Ratio – 3 Years
0.91
0.36
Volatility – 1 Year
22.09%
23.76%
Volatility – 3 Years
17.60%
19.81%
Beta – 1 Year
1.28
1.23
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.68
0.40
Sharpe Ratio – 3 Years
0.74
0.50
Worst Rolling Year
9.01%
8.04%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−17.25%
−27.15%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 28% · M 28% · S 44%
Number of Stocks
192
20
Portfolio P/E
18.98
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%
2% / 0% / 0%