Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Piper Serica Advisors - Leader 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%
3.10%
6 Months
2.75%
24.70%
1 Year
19.54%
21.80%
3 Years
16.88%
16.46%
5 Years
17.69%
12.29%
Since Inception
15.84%
17.31%
Fund Age
8 yrs
7 yrs 2 mo
AUM
₹335.72 Cr
₹328.39 Cr
Alpha – 1 Year
19.89%
22.15%
Alpha – 3 Years
7.88%
7.46%
Information Ratio – 3 Years
0.91
1.55
Volatility – 1 Year
22.09%
22.56%
Volatility – 3 Years
17.60%
18.01%
Beta – 1 Year
1.28
1.10
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.68
0.85
Sharpe Ratio – 3 Years
0.74
1.07
Worst Rolling Year
9.01%
7.49%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−17.25%
−21.44%
Recovery Period
97 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
—
Number of Stocks
192
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
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% / 1% / 1%