Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
SRE - Shield
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%
−0.37%
6 Months
2.75%
3.64%
1 Year
19.54%
6.24%
3 Years
16.88%
9.36%
5 Years
17.69%
8.05%
Since Inception
15.84%
9.66%
Fund Age
8 yrs
8 yrs 3 mo
AUM
₹335.72 Cr
₹32.8 Cr
Alpha – 1 Year
19.89%
6.59%
Alpha – 3 Years
7.88%
0.36%
Information Ratio – 3 Years
0.91
0.14
Volatility – 1 Year
22.09%
18.27%
Volatility – 3 Years
17.60%
15.46%
Beta – 1 Year
1.28
1.08
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
0.68
0.15
Sharpe Ratio – 3 Years
0.74
0.34
Worst Rolling Year
9.01%
6.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−17.25%
−22.11%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 58% · M 28% · S 8%
Number of Stocks
192
33
Portfolio P/E
18.98
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%