Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
1.33%
6 Months
2.75%
9.10%
1 Year
19.54%
−3.87%
3 Years
16.88%
5.03%
5 Years
17.69%
11.30%
Since Inception
15.84%
15.74%
Fund Age
8 yrs
7 yrs 5 mo
AUM
₹335.72 Cr
₹51.79 Cr
Alpha – 1 Year
19.89%
−5.73%
Alpha – 3 Years
7.88%
−7.05%
Information Ratio – 3 Years
0.91
-0.47
Volatility – 1 Year
22.09%
25.89%
Volatility – 3 Years
17.60%
20.56%
Beta – 1 Year
1.28
1.37
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.68
-0.24
Sharpe Ratio – 3 Years
0.74
0.08
Worst Rolling Year
9.01%
5.04%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−17.25%
−31.48%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
M 6% · S 89%
Number of Stocks
192
35
Portfolio P/E
18.98
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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%