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Chanakya Capital - Growth Plan vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
4.17%
6 Months
2.75%
19.62%
1 Year
19.54%
12.19%
3 Years
16.88%
23.51%
5 Years
17.69%
13.96%
Since Inception
15.84%
23.13%
Fund Age
8 yrs
6 yrs 7 mo
AUM
₹335.72 Cr
₹2,332.81 Cr
Alpha – 1 Year
19.89%
9.21%
Alpha – 3 Years
7.88%
11.63%
Information Ratio – 3 Years
0.91
0.83
Volatility – 1 Year
22.09%
26.11%
Volatility – 3 Years
17.60%
21.82%
Beta – 1 Year
1.28
1.32
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.68
0.33
Sharpe Ratio – 3 Years
0.74
0.83
Worst Rolling Year
9.01%
12.50%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.25%
−24.27%
Recovery Period
97 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 14% · M 33% · S 52%
Number of Stocks
192
33
Portfolio P/E
18.98
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%