Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
5.68%
6 Months
2.75%
10.98%
1 Year
19.54%
10.72%
3 Years
16.88%
15.83%
5 Years
17.69%
13.58%
Since Inception
15.84%
14.48%
Fund Age
8 yrs
21 yrs 11 mo
AUM
₹335.72 Cr
₹8.51 Cr
Alpha – 1 Year
19.89%
6.00%
Alpha – 3 Years
7.88%
3.74%
Information Ratio – 3 Years
0.91
0.71
Volatility – 1 Year
22.09%
16.38%
Volatility – 3 Years
17.60%
14.45%
Beta – 1 Year
1.28
0.87
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
0.68
0.33
Sharpe Ratio – 3 Years
0.74
0.72
Worst Rolling Year
9.01%
-12.28%
Value at Worst Rolling Year
₹1.09 Cr
₹0.88 Cr
Deepest Drawdown
−17.25%
−17.66%
Recovery Period
97 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
21.38%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 57% · M 6% · S 37%
L 23% · M 15% · S 43%
Number of Stocks
192
30
Portfolio P/E
18.98
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 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%
2% / 0% / 0%