Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal - NTDOP
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%
3.69%
6 Months
2.75%
8.66%
1 Year
19.54%
4.44%
3 Years
16.88%
14.48%
5 Years
17.69%
8.94%
Since Inception
15.84%
14.23%
Fund Age
8 yrs
18 yrs 11 mo
AUM
₹335.72 Cr
₹4,562.38 Cr
Alpha – 1 Year
19.89%
1.46%
Alpha – 3 Years
7.88%
2.60%
Information Ratio – 3 Years
0.91
0.08
Volatility – 1 Year
22.09%
20.33%
Volatility – 3 Years
17.60%
19.22%
Beta – 1 Year
1.28
1.12
Beta – 3 Years
1.08
1.12
Sharpe Ratio – 1 Year
0.68
0.00
Sharpe Ratio – 3 Years
0.74
0.51
Worst Rolling Year
9.01%
-6.78%
Value at Worst Rolling Year
₹1.09 Cr
₹0.93 Cr
Deepest Drawdown
−17.25%
−26.97%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
21.38%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 16% · M 42% · S 38%
Number of Stocks
192
33
Portfolio P/E
18.98
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%