Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
2.75%
8.08%
1 Year
19.54%
10.16%
3 Years
16.88%
15.60%
5 Years
17.69%
—
Since Inception
15.84%
19.84%
Fund Age
8 yrs
6 yrs 11 mo
AUM
₹335.72 Cr
₹3.18 Cr
Alpha – 1 Year
19.89%
7.18%
Alpha – 3 Years
7.88%
3.72%
Information Ratio – 3 Years
0.91
0.60
Volatility – 1 Year
22.09%
19.93%
Volatility – 3 Years
17.60%
18.09%
Beta – 1 Year
1.28
1.12
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.68
0.31
Sharpe Ratio – 3 Years
0.74
0.60
Worst Rolling Year
9.01%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−17.25%
−19.38%
Recovery Period
97 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
L 31% · M 55% · S 12%
Number of Stocks
192
29
Portfolio P/E
18.98
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –