Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.93%
6 Months
2.75%
25.32%
1 Year
19.54%
18.21%
3 Years
16.88%
32.70%
5 Years
17.69%
23.63%
Since Inception
15.84%
28.38%
Fund Age
8 yrs
7 yrs 10 mo
AUM
₹335.72 Cr
₹8,686.39 Cr
Alpha – 1 Year
19.89%
13.49%
Alpha – 3 Years
7.88%
20.61%
Information Ratio – 3 Years
0.91
1.92
Volatility – 1 Year
22.09%
22.97%
Volatility – 3 Years
17.60%
19.40%
Beta – 1 Year
1.28
1.12
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.68
0.61
Sharpe Ratio – 3 Years
0.74
1.30
Worst Rolling Year
9.01%
17.00%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−17.25%
−22.23%
Recovery Period
97 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 37% · M 30% · S 25%
Number of Stocks
192
43
Portfolio P/E
18.98
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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% / 0% / 0%