Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
2.75%
1.78%
1 Year
19.54%
6.32%
3 Years
16.88%
11.40%
5 Years
17.69%
9.32%
Since Inception
15.84%
10.72%
Fund Age
8 yrs
8 yrs 5 mo
AUM
₹335.72 Cr
₹314.17 Cr
Alpha – 1 Year
19.89%
6.67%
Alpha – 3 Years
7.88%
2.41%
Information Ratio – 3 Years
0.91
0.48
Volatility – 1 Year
22.09%
17.96%
Volatility – 3 Years
17.60%
15.53%
Beta – 1 Year
1.28
1.09
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
0.68
0.13
Sharpe Ratio – 3 Years
0.74
0.44
Worst Rolling Year
9.01%
7.40%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−17.25%
−19.45%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 66% · M 32% · S 1%
Number of Stocks
192
3
Portfolio P/E
18.98
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%