Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal-Founders
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%
0.25%
6 Months
2.75%
15.19%
1 Year
19.54%
3.21%
3 Years
16.88%
19.65%
5 Years
17.69%
—
Since Inception
15.84%
25.09%
Fund Age
8 yrs
3 yrs 5 mo
AUM
₹335.72 Cr
₹4,148.34 Cr
Alpha – 1 Year
19.89%
0.23%
Alpha – 3 Years
7.88%
7.77%
Information Ratio – 3 Years
0.91
0.62
Volatility – 1 Year
22.09%
21.54%
Volatility – 3 Years
17.60%
22.15%
Beta – 1 Year
1.28
1.06
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
0.68
-0.01
Sharpe Ratio – 3 Years
0.74
0.68
Worst Rolling Year
9.01%
19.49%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−17.25%
−27.91%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 26% · M 35% · S 37%
Number of Stocks
192
26
Portfolio P/E
18.98
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%