Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Tamohara - TRUFFLE
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%
8.72%
6 Months
2.75%
28.59%
1 Year
19.54%
28.02%
3 Years
16.88%
18.67%
5 Years
17.69%
17.18%
Since Inception
15.84%
20.03%
Fund Age
8 yrs
5 yrs 4 mo
AUM
₹335.72 Cr
₹221.27 Cr
Alpha – 1 Year
19.89%
28.37%
Alpha – 3 Years
7.88%
9.68%
Information Ratio – 3 Years
0.91
0.87
Volatility – 1 Year
22.09%
22.32%
Volatility – 3 Years
17.60%
17.88%
Beta – 1 Year
1.28
1.03
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
0.68
0.99
Sharpe Ratio – 3 Years
0.74
0.81
Worst Rolling Year
9.01%
13.69%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−17.25%
−20.50%
Recovery Period
97 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 19% · M 4% · S 74%
Number of Stocks
192
29
Portfolio P/E
18.98
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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%
1% / – / –