Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
4.41%
6 Months
2.75%
0.07%
1 Year
19.54%
4.08%
3 Years
16.88%
6.47%
5 Years
17.69%
—
Since Inception
15.84%
11.08%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹335.72 Cr
₹1.91 Cr
Alpha – 1 Year
19.89%
4.51%
Alpha – 3 Years
7.88%
−2.09%
Information Ratio – 3 Years
0.91
-0.44
Volatility – 1 Year
22.09%
16.64%
Volatility – 3 Years
17.60%
14.35%
Beta – 1 Year
1.28
0.98
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.68
-0.01
Sharpe Ratio – 3 Years
0.74
0.13
Worst Rolling Year
9.01%
5.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−17.25%
−18.42%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 90% · M 7%
Number of Stocks
192
50
Portfolio P/E
18.98
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –