Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Nippon - Emerging India - EIP
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%
2.63%
6 Months
2.75%
13.11%
1 Year
19.54%
15.44%
3 Years
16.88%
15.82%
5 Years
17.69%
15.29%
Since Inception
15.84%
15.37%
Fund Age
8 yrs
9 yrs 4 mo
AUM
₹335.72 Cr
₹32.48 Cr
Alpha – 1 Year
19.89%
10.72%
Alpha – 3 Years
7.88%
3.73%
Information Ratio – 3 Years
0.91
0.69
Volatility – 1 Year
22.09%
17.99%
Volatility – 3 Years
17.60%
17.45%
Beta – 1 Year
1.28
0.99
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.68
0.59
Sharpe Ratio – 3 Years
0.74
0.71
Worst Rolling Year
9.01%
-6.27%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−17.25%
−21.15%
Recovery Period
97 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
21.38%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 8% · M 22% · S 44%
Number of Stocks
192
30
Portfolio P/E
18.98
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%