Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Purnartha Vision Strategy
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%
5.60%
6 Months
2.75%
9.69%
1 Year
19.54%
14.36%
3 Years
16.88%
13.50%
5 Years
17.69%
8.53%
Since Inception
15.84%
11.34%
Fund Age
8 yrs
5 yrs 5 mo
AUM
₹335.72 Cr
₹190.75 Cr
Alpha – 1 Year
19.89%
9.64%
Alpha – 3 Years
7.88%
1.41%
Information Ratio – 3 Years
0.91
0.20
Volatility – 1 Year
22.09%
24.59%
Volatility – 3 Years
17.60%
18.73%
Beta – 1 Year
1.28
1.16
Beta – 3 Years
1.08
1.03
Sharpe Ratio – 1 Year
0.68
0.44
Sharpe Ratio – 3 Years
0.74
0.52
Worst Rolling Year
9.01%
8.91%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−17.25%
−18.32%
Recovery Period
97 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 16% · M 12% · S 39%
Number of Stocks
192
—
Portfolio P/E
18.98
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%