Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
NAFA - Emerging Bluechip
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%
0.39%
6 Months
2.75%
5.71%
1 Year
19.54%
−0.97%
3 Years
16.88%
8.86%
5 Years
17.69%
14.20%
Since Inception
15.84%
14.76%
Fund Age
8 yrs
10 yrs 5 mo
AUM
₹335.72 Cr
₹447.76 Cr
Alpha – 1 Year
19.89%
−2.83%
Alpha – 3 Years
7.88%
−3.22%
Information Ratio – 3 Years
0.91
0.04
Volatility – 1 Year
22.09%
24.79%
Volatility – 3 Years
17.60%
21.25%
Beta – 1 Year
1.28
1.35
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
0.68
-0.14
Sharpe Ratio – 3 Years
0.74
0.31
Worst Rolling Year
9.01%
-13.00%
Value at Worst Rolling Year
₹1.09 Cr
₹0.87 Cr
Deepest Drawdown
−17.25%
−26.06%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
21.38%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 2% · M 12% · S 84%
Number of Stocks
192
32
Portfolio P/E
18.98
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%
1% / 0% / 0%