Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
1.80%
6 Months
2.75%
2.80%
1 Year
19.54%
4.89%
3 Years
16.88%
12.23%
5 Years
17.69%
10.64%
Since Inception
15.84%
8.93%
Fund Age
8 yrs
12 yrs
AUM
₹335.72 Cr
₹134.76 Cr
Alpha – 1 Year
19.89%
−1.08%
Alpha – 3 Years
7.88%
1.34%
Information Ratio – 3 Years
0.91
0.07
Volatility – 1 Year
22.09%
10.79%
Volatility – 3 Years
17.60%
9.62%
Beta – 1 Year
1.28
1.04
Beta – 3 Years
1.08
1.10
Sharpe Ratio – 1 Year
0.68
-0.01
Sharpe Ratio – 3 Years
0.74
0.69
Worst Rolling Year
9.01%
0.05%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−17.25%
−11.50%
Recovery Period
97 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.38%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 50% · M 11% · S 8%
Number of Stocks
192
33
Portfolio P/E
18.98
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –