Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Phillip Capital - Emerging India 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%
3.88%
6 Months
2.75%
18.21%
1 Year
19.54%
11.44%
3 Years
16.88%
9.27%
5 Years
17.69%
10.90%
Since Inception
15.84%
13.08%
Fund Age
8 yrs
9 yrs
AUM
₹335.72 Cr
₹29.3 Cr
Alpha – 1 Year
19.89%
6.74%
Alpha – 3 Years
7.88%
−1.95%
Information Ratio – 3 Years
0.91
-0.21
Volatility – 1 Year
22.09%
23.26%
Volatility – 3 Years
17.60%
18.09%
Beta – 1 Year
1.28
1.21
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.68
0.35
Sharpe Ratio – 3 Years
0.74
0.32
Worst Rolling Year
9.01%
0.11%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−17.25%
−21.53%
Recovery Period
97 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
21.38%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 6% · M 32% · S 55%
Number of Stocks
192
23
Portfolio P/E
18.98
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%
0% / 0% / 0%