Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Shriram LEAPS
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%
4.25%
6 Months
2.75%
−2.25%
1 Year
19.54%
13.70%
3 Years
16.88%
—
5 Years
17.69%
—
Since Inception
15.84%
13.96%
Fund Age
8 yrs
18 mo
AUM
₹335.72 Cr
₹0.37 Cr
Alpha – 1 Year
19.89%
14.05%
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.91
—
Volatility – 1 Year
22.09%
17.89%
Volatility – 3 Years
17.60%
—
Beta – 1 Year
1.28
0.96
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.68
0.51
Sharpe Ratio – 3 Years
0.74
—
Worst Rolling Year
9.01%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.25%
−15.73%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
—
Number of Stocks
192
—
Portfolio P/E
18.98
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—