Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Right Horizons - Super Value Fund
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%
3.00%
6 Months
2.75%
20.83%
1 Year
19.54%
12.18%
3 Years
16.88%
13.97%
5 Years
17.69%
17.12%
Since Inception
15.84%
15.75%
Fund Age
8 yrs
13 yrs 8 mo
AUM
₹335.72 Cr
₹205.48 Cr
Alpha – 1 Year
19.89%
9.20%
Alpha – 3 Years
7.88%
2.09%
Information Ratio – 3 Years
0.91
0.40
Volatility – 1 Year
22.09%
27.53%
Volatility – 3 Years
17.60%
22.15%
Beta – 1 Year
1.28
1.45
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
0.68
0.35
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
9.01%
-9.57%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−17.25%
−29.31%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
21.38%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 57% · M 6% · S 37%
L 17% · M 21% · S 60%
Number of Stocks
192
30
Portfolio P/E
18.98
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%