Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
7.49%
6 Months
2.75%
27.88%
1 Year
19.54%
29.03%
3 Years
16.88%
18.18%
5 Years
17.69%
15.45%
Since Inception
15.84%
16.74%
Fund Age
8 yrs
10 yrs 9 mo
AUM
₹335.72 Cr
₹245.99 Cr
Alpha – 1 Year
19.89%
24.31%
Alpha – 3 Years
7.88%
6.09%
Information Ratio – 3 Years
0.91
0.49
Volatility – 1 Year
22.09%
21.97%
Volatility – 3 Years
17.60%
17.89%
Beta – 1 Year
1.28
1.05
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.68
1.03
Sharpe Ratio – 3 Years
0.74
0.70
Worst Rolling Year
9.01%
1.53%
Value at Worst Rolling Year
₹1.09 Cr
₹1.02 Cr
Deepest Drawdown
−17.25%
−20.27%
Recovery Period
97 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 36% · M 27% · S 36%
Number of Stocks
192
44
Portfolio P/E
18.98
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%