Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
10.15%
6 Months
2.75%
31.39%
1 Year
19.54%
26.01%
3 Years
16.88%
19.28%
5 Years
17.69%
23.67%
Since Inception
15.84%
28.23%
Fund Age
8 yrs
5 yrs 4 mo
AUM
₹335.72 Cr
₹483.07 Cr
Alpha – 1 Year
19.89%
21.29%
Alpha – 3 Years
7.88%
7.19%
Information Ratio – 3 Years
0.91
0.38
Volatility – 1 Year
22.09%
27.77%
Volatility – 3 Years
17.60%
26.19%
Beta – 1 Year
1.28
1.29
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
0.68
0.78
Sharpe Ratio – 3 Years
0.74
0.61
Worst Rolling Year
9.01%
19.29%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−17.25%
−32.66%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 12% · M 6% · S 81%
Number of Stocks
192
63
Portfolio P/E
18.98
62.66
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%
—
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%