Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.40%
6 Months
2.75%
21.77%
1 Year
19.54%
16.05%
3 Years
16.88%
23.24%
5 Years
17.69%
—
Since Inception
15.84%
24.82%
Fund Age
8 yrs
3 yrs 1 mo
AUM
₹335.72 Cr
₹415.03 Cr
Alpha – 1 Year
19.89%
11.33%
Alpha – 3 Years
7.88%
11.15%
Information Ratio – 3 Years
0.91
0.72
Volatility – 1 Year
22.09%
25.50%
Volatility – 3 Years
17.60%
24.35%
Beta – 1 Year
1.28
1.34
Beta – 3 Years
1.08
1.27
Sharpe Ratio – 1 Year
0.68
0.50
Sharpe Ratio – 3 Years
0.74
0.77
Worst Rolling Year
9.01%
23.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−17.25%
−25.33%
Recovery Period
97 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 8%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –