Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Narnolia - MultiCap Strategy
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%
−0.96%
6 Months
2.75%
0.48%
1 Year
19.54%
5.92%
3 Years
16.88%
7.42%
5 Years
17.69%
7.02%
Since Inception
15.84%
14.49%
Fund Age
8 yrs
14 yrs 5 mo
AUM
₹335.72 Cr
₹332.27 Cr
Alpha – 1 Year
19.89%
6.27%
Alpha – 3 Years
7.88%
−1.58%
Information Ratio – 3 Years
0.91
-0.22
Volatility – 1 Year
22.09%
17.19%
Volatility – 3 Years
17.60%
15.80%
Beta – 1 Year
1.28
1.07
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.68
0.12
Sharpe Ratio – 3 Years
0.74
0.21
Worst Rolling Year
9.01%
-8.23%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−17.25%
−19.80%
Recovery Period
97 days
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
21.38%
13.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 58% · M 13% · S 28%
Number of Stocks
192
27
Portfolio P/E
18.98
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%