Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Motilal Oswal - Value Migration
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%
0.78%
6 Months
2.75%
11.75%
1 Year
19.54%
−2.37%
3 Years
16.88%
17.81%
5 Years
17.69%
14.66%
Since Inception
15.84%
18.91%
Fund Age
8 yrs
23 yrs 5 mo
AUM
₹335.72 Cr
₹3,220.2 Cr
Alpha – 1 Year
19.89%
−5.35%
Alpha – 3 Years
7.88%
5.93%
Information Ratio – 3 Years
0.91
0.54
Volatility – 1 Year
22.09%
21.49%
Volatility – 3 Years
17.60%
20.84%
Beta – 1 Year
1.28
1.07
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
0.68
-0.27
Sharpe Ratio – 3 Years
0.74
0.64
Worst Rolling Year
9.01%
-7.44%
Value at Worst Rolling Year
₹1.09 Cr
₹0.93 Cr
Deepest Drawdown
−17.25%
−27.33%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
21.38%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 57% · M 6% · S 37%
L 28% · M 48% · S 19%
Number of Stocks
192
27
Portfolio P/E
18.98
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%