Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
NBC - Seeking Alpha
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%
3.51%
6 Months
2.75%
12.65%
1 Year
19.54%
22.80%
3 Years
16.88%
18.05%
5 Years
17.69%
41.98%
Since Inception
15.84%
7.54%
Fund Age
8 yrs
9 yrs 2 mo
AUM
₹335.72 Cr
₹9.17 Cr
Alpha – 1 Year
19.89%
24.84%
Alpha – 3 Years
7.88%
11.40%
Information Ratio – 3 Years
0.91
—
Volatility – 1 Year
22.09%
21.50%
Volatility – 3 Years
17.60%
17.94%
Beta – 1 Year
1.28
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.68
0.82
Sharpe Ratio – 3 Years
0.74
0.76
Worst Rolling Year
9.01%
-34.33%
Value at Worst Rolling Year
₹1.09 Cr
₹0.66 Cr
Deepest Drawdown
−17.25%
−18.33%
Recovery Period
97 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
21.38%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
L 57% · M 6% · S 37%
L 13% · M 14% · S 73%
Number of Stocks
192
18
Portfolio P/E
18.98
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%