Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal - Multifactor Equity 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%
0.47%
6 Months
2.75%
0.32%
1 Year
19.54%
1.03%
3 Years
16.88%
14.82%
5 Years
17.69%
11.82%
Since Inception
15.84%
13.07%
Fund Age
8 yrs
5 yrs 2 mo
AUM
₹335.72 Cr
₹56.08 Cr
Alpha – 1 Year
19.89%
−1.95%
Alpha – 3 Years
7.88%
2.94%
Information Ratio – 3 Years
0.91
0.18
Volatility – 1 Year
22.09%
13.89%
Volatility – 3 Years
17.60%
18.35%
Beta – 1 Year
1.28
0.75
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.68
-0.25
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
9.01%
12.65%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−17.25%
−26.40%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 38% · M 29% · S 24%
Number of Stocks
192
37
Portfolio P/E
18.98
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%